Cbe Companies 401(k) Retirement Plan
Sponsored by Cbe Companies, Inc. · EIN 462116941 · Plan #001
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 542
- With balances
- 376
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 |
|---|---|---|
| Choreo, Llc CRD 111221 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $30,027 |
| Choreo Llc | Investment advisory (plan) | $20,000 |
| Qualified Plan Consultants Llc | Contract administrator | $19,851 |
| Empower Advisory Assets Group Llc | Investment management | $7,848 |