AUMdb

Cordelia Lighting, Inc. 401(k) Plan

Sponsored by Cordelia Lighting, Inc. · EIN 954065990 · Plan #001

Total assets
$16.2M
Net assets
$16.2M
Active participants
88
With balances
110

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
Concurrent Investment Advisors, Llc CRD 323135 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Concurrent Investment Advisors Llc Investment advisory (plan) $25,000
Empower Annuity Insurance Company Recordkeeping fees $11,105