Cbi Retirement Plan
Sponsored by Cliff Berry, Inc. · EIN 650511114 · Plan #003
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 169
- With balances
- 206
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 |
|---|---|---|
| Alliancebernstein Corporation CRD 107445 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliancebernstein Lp | Investment advisory (plan) | $13,933 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $10,372 |