AUMdb

Concepts Of Independence, Inc. Supplemental Retirement Plan

Sponsored by Concepts Of Independence, Inc. · EIN 510239824 · Plan #003

Total assets
$11.9M
Net assets
$11.9M
Active participants
4,124
With balances
0

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 $170,417