AUMdb

Cybertrol 401(k) Profit Sharing Plan

Sponsored by Cybertrol Engineering Llc · EIN 411831981 · Plan #001

Total assets
$13.8M
Net assets
$13.8M
Active participants
84
With balances
147

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sageview Advisory Group, Llc Investment management $21,424
John Hancock Recordkeeping, Recordkeeping fees, Participant loan processing $16,459