The Corporate Source, Inc. 401(a) Plan
Sponsored by The Corporate Source, Inc. · EIN 133882284 · Plan #003
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 294
- With balances
- 534
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | 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 |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $65,724 |
| Empower Life & Annuity | Recordkeeping fees | $60,772 |
| Jm Pension Advisory, Inc. | Contract administrator | $2,350 |
| Empower Advisory Group | Investment management | $1,438 |