Cpr Advisor K Mep Fiduciary Wise Llc
Sponsored by Fiduciary Wise, Llc Fbo Psn Services, Llc · EIN 824690433 · Plan #340
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 806
- With balances
- 581
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 |
|---|---|---|
| Cpr Financial & Insurance Services, Inc. CRD 145855 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cpr Financial & Insurance Services | Investment advisory (participants), Investment advisory (plan) | $54,713 |
| Futurebenefits Of America | Investment advisory (participants), Investment advisory (plan) | $41,495 |
| Fiduciary Wise, Llc | Plan administrator, Named fiduciary | $10,943 |
| Bryn Mawr Capital Management | Investment management | $5,471 |