Cpl Employees Savings Plan
Sponsored by Cpl Architects, Engineers, Landscape Architect And Survyeor, D.P.C. · EIN 161283651 · Plan #001
- Total assets
- $56.3M
- Net assets
- $56.3M
- Active participants
- 494
- With balances
- 624
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping | $77,304 |
| Morgan Stanley | Investment advisory (plan) | $37,000 |