Corporate Insight, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Corporate Insight, Inc. · EIN 133668058 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 84
- With balances
- 132
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $45,356 |
| Empower Advisory Group, Llc | Investment management | $2,611 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |
| Morgan Stanley Insurance Services | Other commissions | $0 |