AUMdb

Cerebral Inc. Retirement Savings And Profit Sharing Plan

Sponsored by Cerebral, Inc. · EIN 833007428 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
204
With balances
436

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $79,667
Usi Advisors Inc Investment advisory (plan) $27,096