AUMdb

C.H. Powell 401(k) Incentive Savings Plan

Sponsored by C.H. Powell Company · EIN 041740210 · Plan #002

Total assets
$16.7M
Net assets
$16.7M
Active participants
156
With balances
183

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $40,854