AUMdb

C M & B 401(k) Retirement & Profit Sharing Plan

Sponsored by Construction Management & Builders, Inc. · EIN 043173842 · Plan #001

Total assets
$22.5M
Net assets
$22.5M
Active participants
121
With balances
148

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners, Llc. Investment advisory (plan) $34,836
Empower Annuity Insurance Company Recordkeeping fees $20,105
Rpw Solutions, Llc. Contract administrator $10,752