Cl Enterprises 401(k) Plan
Sponsored by Cl Enterprises, Llc · EIN 464384209 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 555
- With balances
- 740
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 |
|---|---|---|
| Faircourt Partners, Llc CRD 295508 | 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 |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $28,964 |
| Faircourt Partners Llc | Investment advisory (plan) | $15,644 |
| Empower Advisory Group, Llc | Investment management | $7,269 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $6,075 |
| Pentegra Services Inc | Contract administrator | $5,910 |