AUMdb

Cibt 401(k) Retirement Savings Plan

Sponsored by Cibt Inc · EIN 521631723 · Plan #001

Total assets
$19.5M
Net assets
$19.5M
Active participants
245
With balances
328

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
Assuredpartners Investment Advisors, Llc CRD 309550 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $88,593
Pensionmark Retirement Group Investment advisory (plan), Other fees $0
Assuredpartners Investment Advisors Investment advisory (plan), Other fees $0