AUMdb

J.C. Cannistraro, Llc. 401 K Retirement Plan

Sponsored by J.C. Cannistraro, Llc. · EIN 042313282 · Plan #002

Total assets
$33.3M
Net assets
$33.3M
Active participants
241
With balances
330

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $63,381
Empower Annuity Ins Co Of America Recordkeeping fees $44,383
Hub International New England Investment advisory (plan) $22,928
Empower Advisory Group, Llc Investment management $17,384