AUMdb

Combined Building & Housing Consultants, Inc. 1081.01(d) Salary Deferral Retirment Plan

Sponsored by Combined Building &Housing Consultants, Inc. · EIN 660630771 · Plan #001

Total assets
$1.4M
Net assets
$1.4M
Active participants
99
With balances
128

Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cooperativa De Seguros De Vida De Other fees $2,610
Envestment Retirement Solutions Llc Other fees $653
Empower Advisor Group Llc Investment management $9
Cetera Advisor Network Llc Other commissions $0
Pension Plus Inc Contract administrator $0
Empower Annuity Insurance Company Recordkeeping fees $0