Charles Perry Partners, Inc. 401(k) Plan
Sponsored by Charles Perry Partners, Inc. · EIN 451601307 · Plan #002
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 193
- With balances
- 274
Plan year beginning 01/01/2024 · 401(k)
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 Ins & Ann Co | Investment advisory (participants) | $6,578 |
| Economic Group Pension Service Llc | Other services | $0 |
| Economic Group Pension Services | Other services | $0 |