AUMdb

C.L. Services, Inc. 401(k) Profit Sharing Plan

Sponsored by C. L. Services, Inc. · EIN 582773692 · Plan #001

Total assets
$7.3M
Net assets
$7.3M
Active participants
137
With balances
129

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
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 Ins Co Of America Recordkeeping fees $20,107
Empower Advisory Group, Llc Investment management $4,260
Retirement Plan Administrators Llc Contract administrator $1,500