Chronicle Books Retirement Plan
Sponsored by Chronicle Books, Llc · EIN 943347649 · Plan #001
- Total assets
- $60.7M
- Net assets
- $60.7M
- Active participants
- 229
- With balances
- 375
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $41,270 |
| Global Retirement Partners Llc | Investment advisory (plan) | $27,083 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $15,000 |