AUMdb

Cordental Group Management, Llc 401(k) Plan

Sponsored by Cordental Group Management, Llc · EIN 384036446 · Plan #001

Total assets
$29.5M
Net assets
$29.5M
Active participants
549
With balances
646

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
Hauser Retirement Solutions 2 Llc CRD 299959 deterministic · 100% 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
Hauser Retirement Solutions 2 Llc Investment advisory (plan) $53,980
Ascensus Holdings Contract administrator $51,577
Empower Annuity Ins Co Of America Recordkeeping fees $44,643
Empower Advisory Group, Llc Investment management $18,572