Cygnus Home Service Retirement Savings Plan
Sponsored by Cygnus Home Service, Llc · EIN 410879087 · Plan #001
- Total assets
- $82.6M
- Net assets
- $82.6M
- Active participants
- 152
- With balances
- 1,716
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $109,063 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $97,504 |
| Securities America Inc | Investment advisory (plan) | $45,000 |
| Cliftonlarsonallen Llp | Accounting | $17,325 |