Cmg Financial 401(k) Plan
Sponsored by Cmg Mortgage, Inc. Dba Cmg Financial · EIN 680309242 · Plan #001
- Total assets
- $164M
- Net assets
- $164M
- Active participants
- 3,748
- With balances
- 2,595
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $307,303 |
| Empower Advisory Group, Llc | Investment management | $68,857 |
| Leafhouse Financial Advisors,Llc | Investment advisory (plan) | $34,573 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $31,310 |