Connor Group, Inc. 401(k) Plan
Sponsored by Connor Group, Inc. · EIN 320445452 · Plan #001
- Total assets
- $68.4M
- Net assets
- $68.4M
- Active participants
- 593
- With balances
- 784
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,828 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $3,135 |