Custer Office Environments, Inc. Profit Sharing And Employees' 401(k) Plan
Sponsored by Custer Office Environments, Inc. · EIN 382351526 · Plan #003
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 234
- With balances
- 277
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 |
|---|---|---|
| Calder Investment Advisors CRD 143973 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Calder Investment Advisors, Inc Dba | Investment advisory (plan) | $22,904 |
| Empower Annuity Insurance Company | Recordkeeping fees | $16,464 |
| Empower Advisory Group, Llc | Investment management | $446 |