Colwell Industries, Inc. 401(k) Savings Plan
Sponsored by Colwell Industries, Inc. · EIN 200488361 · Plan #002
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 37
- With balances
- 98
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan) | $21,025 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,165 |
| Commonwealth Equity Services Llc Db | Other fees | $0 |