AUMdb

Center For American Progress Retirement Plan

Sponsored by Center For American Progress · EIN 300126510 · Plan #001

Total assets
$42.6M
Net assets
$42.6M
Active participants
268
With balances
617

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 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
Empower Annuity Insurance Company O Recordkeeping fees $59,177
Usi Advisors Inc Investment advisory (plan) $41,345
Empower Advisory Group, Llc Investment management $4,330