Cl Support Services, 401(k) Savings Plan
Sponsored by Cl Support Services, Llc · EIN 202586765 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 277
- With balances
- 254
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | 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 |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $23,989 |
| Empower Annuity Insurance Company | Recordkeeping fees | $23,316 |
| Alliance Benefit Group Of Houston I | Contract administrator | $4,550 |
| Empower Advisory Group, Llc | Investment management | $3,852 |