Cyrq Energy 401(k) Plan
Sponsored by Cyrq Energy, Llc · EIN 870638510 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 122
- With balances
- 163
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $27,729 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $16,952 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,534 |