Cse Insurance Services 401(k) Plan
Sponsored by Cse Insurance Services, Inc · EIN 943231596 · Plan #003
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 47
- With balances
- 157
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Berla Investment Consulting CRD 112847 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $24,752 |
| Empower Advisory Group, Llc | Investment management | $12,688 |
| Berla Investment Consulting | Investment advisory (plan) | $10,000 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |