Cp Group 401(k) Plan
Sponsored by Cpg Property Services Llc · EIN 921202146 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 248
- With balances
- 281
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 |
|---|---|---|
| Cbiz Financial Solutions, Inc. CRD 16678 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Financial Solutions Inc | Investment advisory (plan) | $36,961 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $31,086 |
| Cbiz Retirement Plan Services | Consulting (general) | $9,854 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,857 |