AUMdb

Corporate Technologies Retirement Plan

Sponsored by Corporate Technologies Llc · EIN 202409337 · Plan #001

Total assets
$6.9M
Net assets
$6.9M
Active participants
183
With balances
213

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
John Hancock Recordkeeping, Participant loan processing, Recordkeeping fees $16,898
Pensionmark Financial Group Llc Consulting (general) $10,263