The Cypress Companies, Inc. Retirement And Profit Sharing Plan
Sponsored by The Cypress Companies, Inc. · EIN 880342214 · Plan #001 · Akron, OH
- Total assets
- $52.3M
- Net assets
- $52.3M
- Active participants
- 610
- With balances
- 634
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 |
|---|---|---|
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ifp Advisors Llc | Investment advisory (plan) | $74,583 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $64,835 |
| Sikich Cpa Llc | Accounting | $12,500 |