AUMdb

Concrete Supply Co., Inc. 401 K Plan

Sponsored by Concrete Supply Co., Inc. · EIN 581438825 · Plan #001

Total assets
$6.7M
Net assets
$6.7M
Active participants
286
With balances
339

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Cambridge Investment Research Investment advisory (plan) $23,888
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $22,145