Certified Industrial Partners Retirement Plan
Sponsored by Certified Industrial Partners, Inc. · EIN 480694325 · Plan #002
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 187
- With balances
- 152
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 |
| Forvis Mazars Wealth Advisors, Llc CRD 110905 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Direct payment from the plan, Recordkeeping fees | $18,534 |
| Forvis Mazars Wealth Advisors Llc | Contract administrator, Investment advisory (plan), Direct payment from the plan | $10,028 |
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $6,161 |