Fenner Aep 401(k) Plan
Sponsored by Cdi Products, Llc · EIN 760375113 · Plan #001
- Total assets
- $100M
- Net assets
- $100M
- Active participants
- 817
- With balances
- 924
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $147,313 |
| Kestra Advisory Services | Investment advisory (plan), Direct payment from the plan | $64,945 |