Cpi Card Group, Inc. 401(k) Plan
Sponsored by Cpi Card Group Colorado, Inc. · EIN 840895526 · Plan #001
- Total assets
- $65.0M
- Net assets
- $65.0M
- Active participants
- 1,326
- With balances
- 1,011
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $107,600 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $67,007 |
| Empower Advisory Group, Llc | Investment management | $40,661 |