AUMdb

Curtis Bay Energy, Inc. 401 K Retirement Plan

Sponsored by Curtis Bay Energy, Inc. · EIN 521770031 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Valley Forge Investment Consultants, Inc. CRD 123898 deterministic · 100% 2024
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 Recordkeeping fees $24,480
Valley Forge Investment Consultants Investment advisory (plan) $11,481
Valley Forge Pension Mngt Contract administrator $4,368
Empower Advisory Group, Llc Investment management $1,098