Cbi 401(k) Retirement Plan
Sponsored by Onecbi, Llc Dba Cbi · EIN 470966094 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 135
- With balances
- 124
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services Ad | Consulting (general), Insurance services, Investment advisory (plan) | $45,728 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $19,392 |