Cnl Financial Group Subsidiaries And Affiliates Employee Retirement Plan
Sponsored by Cnl Financial Group Investment Management, Llc · EIN 274169415 · Plan #001
- Total assets
- $57.1M
- Net assets
- $57.1M
- Active participants
- 118
- With balances
- 223
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 |
|---|---|---|
| Advus Financial Partners, Llc CRD 311990 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $16,647 |
| Advus Financial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $13,155 |