Norstella 401(k) Profit Sharing Plan
Sponsored by Caerus Us 1 Inc. · EIN 880547633 · Plan #001
- Total assets
- $96.6M
- Net assets
- $96.6M
- Active participants
- 1,635
- With balances
- 1,644
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $204,904 |
| Alliant Insurance Services Inc. | Contract administrator | $62,098 |
| Empower Annuity Insurance Company | Recordkeeping fees | $33,362 |
| Empower Advisory Group, Llc | Investment management | $8,779 |