Communications & Power Industries Retirement Plan
Sponsored by Communications & Power Industries Llc · EIN 770405693 · Plan #001
- Total assets
- $318M
- Net assets
- $318M
- Active participants
- 749
- With balances
- 1,259
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $92,058 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $40,205 |
| Moss Adams | Accounting | $19,405 |
| Hogan Lovells | Other services | $12,835 |
| Marsh Mclennon Agency | Consulting (general), Other fees | $12,000 |