AUMdb

C. Blackburn Inc. Retirement Plan

Sponsored by C. Blackburn Inc. · EIN 141803352 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
143
With balances
193

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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

Service providers

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

Provider Services Direct comp
Assuredpartners Capital Inc Investment advisory (plan) $29,636
Premier Retirement Partners Llc Contract administrator $6,975
Leafhouse Financial Advisors, Llc Investment advisory (plan) $2,914
Empower Life & Annuity Insurance Recordkeeping fees $1,419
Empower Advisory Group, Llc Investment management $171