Cpi Security Systems, Inc. 401(k) Plan
Sponsored by Cpi Security Systems, Inc. · EIN 561756569 · Plan #001
- Total assets
- $40.7M
- Net assets
- $40.7M
- Active participants
- 736
- With balances
- 748
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $98,337 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $69,714 |