Certco, Inc. Union Savings Plan
Sponsored by Certco, Inc. · EIN 390203490 · Plan #003
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 249
- With balances
- 257
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 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $51,000 |
| Empower Advisory Group, Llc | Investment management | $4,097 |
| World Investment Advisors Llc | Investment advisory (plan) | $2,532 |
| Us Bancorp Investments Inc | Other commissions | $0 |