AUMdb

Cil, Inc. 401(k) Profit Sharing Plan

Sponsored by Cil, Inc. · EIN 042983179 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
137
With balances
127

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 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
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $13,066
Compass Retirement Consulting Group Contract administrator $4,120
Empower Annuity Insurance Company Recordkeeping fees $2,215
Empower Advisory Group, Llc Investment management $112