Cpt Retirement Plan
Sponsored by Cpt, Inc. · EIN 391996506 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 100
- With balances
- 124
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 |
|---|---|---|
| Three Bell Capital Llc CRD 159736 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Three Bell Capital Llc | Investment advisory (plan) | $13,888 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $13,557 |