Beitzel Group 401(k) Plan
Sponsored by Beitzel Corporate Services · EIN 521144641 · Plan #001
- Total assets
- $34.1M
- Net assets
- $34.1M
- Active participants
- 600
- With balances
- 889
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 Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services, | Investment advisory (participants), Other fees | $1,990 |
| Voya Retirement Insurance And Annui | Investment advisory (participants), Recordkeeping fees | $0 |
| Cbiz Benefits & Insurance Services | Other services | $0 |