AUMdb

Closup I Inc. Retirement Savings Plan

Sponsored by Closup I, Inc. · EIN 521481032 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
107
With balances
143

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $13,844
Lswg Pa Accounting $12,500
Pnc Bank Na Investment advisory (plan) $6,548