Chs Employee Group, Llc 401(k) Retirement Plan
Sponsored by Chs Employee Group, Llc · EIN 232704721 · Plan #001
- Total assets
- $100M
- Net assets
- $100M
- Active participants
- 1,801
- With balances
- 2,008
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co Inc | Investment advisory (plan) | $60,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $25,493 |
| Lbmc Pc | Accounting | $23,500 |
| Holland & Knight Llp | Legal | $4,192 |
| Advised Assets Group, Llc | Investment management | $3,920 |