Competitive Power Ventures Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Competitive Power Ventures Inc · EIN 510402836 · Plan #001
- Total assets
- $51.1M
- Net assets
- $51.1M
- Active participants
- 167
- With balances
- 209
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 |
|---|---|---|
| Forusall Advisors, Llc CRD 167241 | 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 |
|---|---|---|
| Forusall Advisors | Investment advisory (plan), Direct payment from the plan | $94,246 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $20,112 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $8,288 |