AUMdb

C & I Engineering, Inc. Salary Savings Plan

Sponsored by Chemical & Industrial Engineering, Inc. · EIN 611034946 · Plan #001

Total assets
$50.5M
Net assets
$50.5M
Active participants
238
With balances
298

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
Retirement Planology, Inc. CRD 171302 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $31,241
Retirement Planology Inc Investment advisory (plan) $10,500
Empower Advisory Group, Llc Investment management $6,121
Empower Financial Services, Inc. Other investment fees and expenses $50
Empower Financial Services, Inc. Securities brokerage $50
Empower Financial Services, Inc. Other investment fees and expenses $10
Empower Financial Services, Inc. Shareholder servicing fees $0