AUMdb

Cgb Enterprises, Inc. 401(k) Retirement Savings Plan

Sponsored by Cgb Enterprises, Inc. · EIN 721239162 · Plan #002

Total assets
$335M
Net assets
$335M
Active participants
1,647
With balances
2,320

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 Recordkeeping fees $168,058
Institutional Investment Consulting Other fees $157,000
Bourgeois Bennett Llc Other fees $17,000
Advised Assets Group, Llc Investment management $1,369