Calabrio, Inc. Retirement Plan
Sponsored by Calabrio, Inc. · EIN 260874583 · Plan #001
- Total assets
- $38.4M
- Net assets
- $38.4M
- Active participants
- 310
- With balances
- 501
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | 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 Company | Recordkeeping fees | $69,826 |
| Rbc Capital Markets Llc | Investment advisory (plan) | $67,990 |
| Empower Advisory Group, Llc | Investment management | $13,157 |