Concepts Of Independence, Inc. Staff Profit Sharing Plan
Sponsored by Concepts Of Independence, Inc. · EIN 510239824 · Plan #002
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 176
- With balances
- 162
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $19,694 |