AUMdb

City Beverages 401(k) Plan

Sponsored by City Beverages, Llc · EIN 593472640 · Plan #001

Total assets
$19.0M
Net assets
$19.0M
Active participants
238
With balances
242

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
Certified Advisory Corp CRD 120990 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Certified Advisory Corp Investment advisory (plan) $42,018
Certified Benefits Corp Contract administrator, Recordkeeping, Consulting (general) $30,227