AUMdb

Cbn 401(k) Retirement Plan

Sponsored by The Christian Broadcasting Network, Inc. · EIN 540678752 · Plan #002

Total assets
$100M
Net assets
$100M
Active participants
1,248
With balances
1,084

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch Investment advisory (plan) $44,000
Pb Mares Accounting $12,250
Strategic Advisors, Inc. Investment advisory (plan) $5,675
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$39,760