Cwpm, Llc 401(k) Profit Sharing Plan
Sponsored by Cwpm, Llc · EIN 061600557 · Plan #001
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 342
- With balances
- 444
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 |
|---|---|---|
| Redhawk Wealth Advisors, Inc. CRD 146616 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $44,270 |
| Redhawk Wealth Advisors Inc | Investment advisory (plan) | $30,605 |
| Empower Advisory Group, Llc | Investment management | $4,815 |
| Pension Consultants Inc | Contract administrator | $4,560 |