Cim Group, L.P. 401 K Plan
Sponsored by Cim Group, L.P. · EIN 954799326 · Plan #001
- Total assets
- $135M
- Net assets
- $135M
- Active participants
- 1,019
- With balances
- 1,447
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| San Diego Pension Consultants, Inc | Contract administrator | $63,036 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $26,815 |
| Empower Financial Services, Inc. | Recordkeeping fees | $150 |