Ce Broker, Inc. Retirement Savings & Profit Sharing Plan & Trust
Sponsored by Ce Broker, Inc. · EIN 830353592 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 155
- With balances
- 217
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 |
|---|---|---|
| Baker Tillity | Accounting | $5,320 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $50 |