Community West Bank Retirement Plan
Sponsored by Community West Bank · EIN 942589722 · Plan #001
- Total assets
- $44.5M
- Net assets
- $44.5M
- Active participants
- 345
- With balances
- 430
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 |
|---|---|---|
| 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 Ins. Co. Of Am | Recordkeeping fees | $58,239 |
| Empower Advisory Group, Llc | Investment management | $4,501 |
| Carlson Quinn & Associates | Contract administrator | $600 |