Cardworks, Inc. 401(k) Retirement Plan
Sponsored by Cardworks, Inc. · EIN 113604755 · Plan #001
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 2,536
- With balances
- 2,507
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 |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping | $402,003 |
| Morgan Stanley Capital Management | Investment advisory (plan) | $139,985 |
| Marcum Llp | Accounting | $29,400 |
| Advised Assets Group, Llc | Investment management | $1,307 |