Cdr Companies 401(k) Plan
Sponsored by Cdr Maguire, Inc. · EIN 050318211 · Plan #002
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 784
- With balances
- 952
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 |
|---|---|---|
| Wealth Coach Services Corp | Other fees | $69,284 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $35,185 |
| Empower Advisory Group, Llc | Investment management | $18,441 |
| Leafhouse Financial Advisors, Llc | Other fees | $17,321 |