AUMdb

The Chantland Pvs Company Employees' Retirement And Savings Plan

Sponsored by The Chantland Pvs Company · EIN 383384276 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capfinancial Partners, Llc Consulting (general), Insurance services, Insurance brokerage commissions $20,370
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $15,763
National Financial Services Securities brokerage, Securities brokerage commissions $0