Corporate Group, Inc. 401(k) Plan
Sponsored by Corporate Group, Inc. · EIN 391532865 · Plan #001
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 235
- With balances
- 616
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $35,839 |
| Robert W. Baird & Co. Inc. | Investment advisory (plan), Named fiduciary, Other services | $28,974 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |