Cfss 401(k) Plan
Sponsored by Child & Family Support Services, Inc. · EIN 770601535 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 265
- With balances
- 204
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rpa Financial Llc | Investment advisory (plan) | $28,500 |
| Retirement Plan Advisor Search | Contract administrator | $3,500 |
| Empower Advisory Group, Llc | Investment management | $1,035 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |
| Lpl Financial | Investment advisory (plan) | -$20,583 |