Corvias Savings & Retirement Plan
Sponsored by Corvias Corporate Services, Llc · EIN 922174940 · Plan #001
- Total assets
- $77.9M
- Net assets
- $77.9M
- Active participants
- 839
- With balances
- 1,174
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $158,373 |
| Global Retirement Partners, Llc | Investment advisory (plan), Consulting fees | $34,543 |
| Reliance Trust Company | Custodial (securities), Shareholder servicing fees | $13,535 |
| Wellth Advisory Services Llc | Investment advisory (plan), Consulting fees | $12,860 |