Cpr Advisor K Mep Fiduciary Wise Llc
Sponsored by Fiduciary Wise Llc Fbo Arcelormittal Texas Hbi, Llc · EIN 331227799 · Plan #340
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 248
- With balances
- 329
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 |
|---|---|---|
| Cpr Financial & Insurance Services, Inc. CRD 145855 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cpr Financial & Insurance Services | Investment advisory (participants), Investment advisory (plan) | $46,291 |
| Futurebenefits Of America | Recordkeeping | $40,862 |
| Fiduciary Wise, Llc | Plan administrator, Named fiduciary | $13,226 |
| Bryn Mawr Capital Management | Investment management | $6,613 |