Claims Recovery Financial Services 401 K Plan
Sponsored by Claims Recovery Financial Services Llc · EIN 203866006 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 70
- With balances
- 140
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | Recordkeeping fees | $27,915 |
| Global Retirement Partners Llc | Investment advisory (plan) | $11,234 |
| Pps Pension Services Inc | Contract administrator | $6,519 |