Ccu Coal And Construction 401(k) & Profit Sharing Plan
Sponsored by Ccu Coal And Construction Llc · EIN 832954710 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 175
- With balances
- 124
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $25,650 |
| Raymond James & Associates Inc | Investment advisory (plan) | $8,911 |
| Advised Assets Group, Llc | Investment management | $197 |