Cbr Management Services, Inc. 401(k) Plan
Sponsored by Resourcing Edge I, Llc · EIN 463045894 · Plan #333 · Rockwall, TX
- Total assets
- $45.3M
- Net assets
- $45.1M
- Active participants
- 1,733
- With balances
- 1,030
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Planners Finl Svcs Of Am | Other fees | $55,196 |
| Voya Retirement Advisors Llc | Investment advisory (participants) | $20,592 |
| Bfsg, Llc | Other fees | $20,549 |
| Morning Star | Investment advisory (plan) | $0 |
| Voya Retirement Insurance And Annui | Investment advisory (participants), Recordkeeping fees, Other fees | $0 |