Culver Franchising System, Llc 401(k) Retirement Plan
Sponsored by Culver Franchising System, Llc · EIN 391631539 · Plan #001
- Total assets
- $40.2M
- Net assets
- $40.2M
- Active participants
- 350
- With balances
- 469
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 |
|---|---|---|
| Windward Wealth Strategies, Inc. CRD 175126 | 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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $62,248 |
| Windward Wealth Strategies Inc | Investment advisory (plan) | $37,189 |
| Empower Advisory Group, Llc | Investment management | $19,187 |