Soprema Convoy Usa 401(k) Plan
Sponsored by Soprema, Inc. · EIN 341672818 · Plan #001
- Total assets
- $54.2M
- Net assets
- $54.2M
- Active participants
- 769
- With balances
- 599
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 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 |
|---|---|---|
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $87,012 |
| Empower Annuity Insurance Company | Recordkeeping fees | $43,122 |
| Empower Advisory Group, Llc | Investment management | $9,212 |
| Rea & Associates | Contract administrator | $3,011 |