Central Texas Iron Works Profit Sharing 401(k) Plan
Sponsored by Central Texas Iron Works · EIN 943274792 · Plan #001 · Waco, TX
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 230
- With balances
- 253
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
| 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 |
|---|---|---|
| Rbc Capital Markets Llc | Investment advisory (plan) | $29,482 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $9,828 |
| Empower Advisory Group, Llc | Investment management | $8,212 |
| Empower Annuity Insurance Company | Recordkeeping fees | $5,309 |