Calian Corp Employee Savings Plan
Sponsored by Calian Corp · EIN 863281064 · Plan #001
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 170
- With balances
- 169
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 Insurance Company O | Recordkeeping fees | $33,884 |
| Empower Advisory Group, Llc | Investment management | $12,290 |
| Creative Planning Holdco Llc Dba Cr | Investment advisory (plan) | $9,656 |