Cion 401(k) Savings Plan
Sponsored by Cion Investment Group Llc · EIN 453275112 · Plan #002
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 79
- With balances
- 136
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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan | Investment advisory (plan), Direct payment from the plan | $55,500 |
| Cerity Partners | Investment advisory (plan), Direct payment from the plan | $31,167 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $21,985 |