Cbl & Associates Management, Inc. 401(k) Profit Sharing Plan
Sponsored by Cbl & Associates Management, Inc. · EIN 621542279 · Plan #001
- Total assets
- $79.5M
- Net assets
- $79.5M
- Active participants
- 450
- With balances
- 553
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global Banking | Consulting (general), Direct payment from the plan | $91,237 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $39,450 |
| Mauldin & Jenkins, Llc | Accounting, Direct payment from the plan | $15,500 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |