Cmvbs 401(k) Plan
Sponsored by Clapp, Moroney, Vucinich, Beeman And Scheley, A Prof. Corp · EIN 942756833 · Plan #002
- Total assets
- $29.8M
- Net assets
- $29.8M
- Active participants
- 73
- With balances
- 119
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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 |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $26,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $10,785 |
| Empower Advisory Group, Llc | Investment management | $4,320 |