Citizens Disability 401(k) Plan
Sponsored by Citizens Disability, Llc · EIN 272970935 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 103
- With balances
- 121
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services | Investment advisory (plan) | $19,777 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $17,222 |
| The Mandmarblestone Group Llc | Contract administrator | $1,250 |
| Empower Advisory Group, Llc | Investment management | $926 |