Champion Discs, Inc. 401(k) Profit Sharing Plan
Sponsored by Champion Discs, Incorporated · EIN 953894688 · Plan #001
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 114
- With balances
- 141
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $75,776 |
| Rockefeller Capital Management Ins | Investment advisory (plan) | $48,026 |
| Liden, Nestle, Soled & Associates | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,366 |
| Gyl Llp | Accounting | $7,000 |