AUMdb

Critical Project Services, Llc Retirement Savings Plan

Sponsored by Critical Project Services, Llc · EIN 800440179 · Plan #001

Total assets
$12.0M
Net assets
$12.0M
Active participants
259
With balances
327

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
Usi Advisors, Inc. CRD 108113 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 Ins Co Of America Recordkeeping fees $45,860
Usi Advisors Inc Investment advisory (plan) $22,974
Empower Advisory Group, Llc Investment management $20,476