AUMdb

Control Devices, Llc 401(k) Profit Sharing Plan

Sponsored by Control Devices, Llc · EIN 562660215 · Plan #001

Total assets
$17.7M
Net assets
$17.7M
Active participants
391
With balances
423

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $102,848
Creative Planning, Inc. Investment advisory (plan), Other fees $0