AUMdb

Central Region Cooperative 401(k) Plan

Sponsored by Central Region Cooperative · EIN 410247880 · Plan #002

Total assets
$23.6M
Net assets
$23.6M
Active participants
169
With balances
197

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
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 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
Commonwealth Equity Services Llc Db Investment advisory (plan) $40,620
Empower Annuity Insurance Company Recordkeeping fees $5,825
Empower Advisory Group, Llc Investment management $5,636