Car Sound Exhaust System, Inc. 401(k) Profit Sharing Plan
Sponsored by Car Sound Exhaust System, Inc. · EIN 953632494 · Plan #003
- Total assets
- $39.6M
- Net assets
- $39.6M
- Active participants
- 271
- With balances
- 487
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | 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 | $113,976 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $40,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $68 |
| Sageview Advisory Group, Llc | Investment management | $9 |