Celero Commerce 401(k) Plan
Sponsored by Celero Commerce Llc · EIN 851129736 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 309
- With balances
- 344
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 |
|---|---|---|
| Newsquare Capital, Llc CRD 152430 | 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 |
|---|---|---|
| Pcs Retirement, Llc | Contract administrator, Recordkeeping, Consulting (general) | $27,210 |
| Newsquare Capital, Llc | Investment advisory (plan), Investment management | $18,375 |
| Alliant Insurance Services Inc Dba | Investment advisory (plan) | $11,261 |
| Empower Advisory Group, Llc | Investment management | $42 |