City National Bank Profit Sharing Plan
Sponsored by City National Bank · EIN 951780067 · Plan #001
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 6,547
- With balances
- 8,541
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $295,226 |
| Empower Advisory Group, Llc | Investment management | $207,685 |
| Mercer (Us) Inc | Investment advisory (plan) | $78,030 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $10,125 |