Cbc Group, Inc. Retirement Savings Plan
Sponsored by Cbc Group, Inc. · EIN 860203309 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 140
- With balances
- 281
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | 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 | Recordkeeping fees | $29,241 |
| Lpl Financial | Investment advisory (plan) | $15,769 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $7,397 |
| Empower Advisory Group, Llc | Investment management | $2,998 |