AUMdb

College Now Greater Cleveland Retirement Plan

Sponsored by College Now Greater Cleveland Inc. · EIN 346580096 · Plan #001

Total assets
$12.4M
Net assets
$12.4M
Active participants
260
With balances
324

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
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 Insurance Company O Recordkeeping fees $31,310
Global Retirement Partners Llc Investment advisory (plan) $27,678
Empower Advisory Group, Llc Investment management $6,573