AUMdb

Cpc Management Llc 401(k) Plan

Sponsored by Cpc Management Llc · EIN 474424842 · Plan #001

Total assets
$12.4M
Net assets
$12.4M
Active participants
197
With balances
208

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan) $35,745
Tsc 401 K Contract administrator $2,460
Capital Group Retirement Plan Servi Recordkeeping fees $1,475