Cedar Valley Services, Inc. 401(k) Profit Sharing Plan
Sponsored by Cedar Valley Services, Inc. · EIN 410870082 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 182
- With balances
- 207
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cota Street Investment Management | Investment management | $18,722 |
| World Investment Advisors Llc | Investment advisory (plan) | $6,237 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |