Cfe Group 401(k) Plan
Sponsored by Cfe Equipment Corporation · EIN 621357568 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 90
- With balances
- 131
Plan year beginning 09/01/2020 · 401(k)
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 |
|---|---|---|
| Palladium Partners Llc | Investment advisory (participants), Investment advisory (plan) | $16,121 |
| Aspire Financial Services, Llc | Recordkeeping, Recordkeeping fees, Participant communication | $7,462 |
| Charles Schwab & Co, Inc. | Custodial (securities), Investment management fees (indirect), Securities brokerage | $802 |