AUMdb

Reiner Group, Inc. 401(k) Plan

Sponsored by Reiner Group, Inc. · EIN 223705189 · Plan #001

Total assets
$44.8M
Net assets
$44.8M
Active participants
233
With balances
271

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
Cfs Investment Advisory Services Llc CRD 106577 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
Cfs Investment Advisory Services Investment advisory (plan) $78,665
Empower Annuity Insur Co Of America Recordkeeping fees $29,898
Empower Advisory Group, Llc Investment management $16,174
National Profess Planning Group Inc Contract administrator $4,000