AUMdb

Connors Group Safe Harbor 401 K Profit Sharing Plan

Sponsored by Connors & Associates Llc Dba Connors Group · EIN 262369273 · Plan #001

Total assets
$20.5M
Net assets
$20.5M
Active participants
118
With balances
166

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance & Annuity Recordkeeping fees $52,651
Carnegie Investment Councel Other fees $0