Cumberland Valley Financial Corporation Savings & Retirement Plan
Sponsored by Cumberland Valley National Bank · EIN 611023207 · Plan #002
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 144
- With balances
- 190
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 |
|---|---|---|
| Alden Capital Management Inc. CRD 293551 | 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 |
|---|---|---|
| Alden Capital Management Inc | Investment advisory (plan) | $10,991 |
| Empower Advisory Group, Llc | Investment management | $1,512 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |