Cimbar 401(k) Plan
Sponsored by United Minerals & Properties, Inc. · EIN 581934881 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 395
- With balances
- 241
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | fuzzy_auto · 97% | 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 |
|---|---|---|
| Wells Fargo Advisors Fin Ne | Investment advisory (plan) | $5,735 |
| Retirement Solutions Specialists | Contract administrator | $3,719 |
| Empower Advisory Group, Llc | Investment management | $3,268 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $2,090 |