Circuit Check, Inc. 401(k) Retirement Savings Plan
Sponsored by Circuit Check, Inc. · EIN 411334770 · Plan #001
- Total assets
- $21.3M
- Net assets
- $21.3M
- Active participants
- 121
- With balances
- 162
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | 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 |
|---|---|---|
| Usi Advisors Inc | Investment advisory (plan) | $38,500 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $29,007 |
| Empower Advisory Group, Llc | Investment management | $1,393 |