Collier Enterprises 401(k) Plan
Sponsored by Tarpon Blue Ce Management Llc · EIN 883711687 · Plan #001
- Total assets
- $30.6M
- Net assets
- $30.6M
- Active participants
- 15
- With balances
- 175
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 |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rsm Us Llp | Accounting, Direct payment from the plan | $30,450 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $27,452 |
| Advanced Capital Group | Investment management, Direct payment from the plan | $15,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $24 |