AUMdb

Cnc Resource 401(k) Plan

Sponsored by Cefco National Claims Services, Inc. · EIN 630772568 · Plan #001

Total assets
$4.9M
Net assets
$4.9M
Active participants
96
With balances
96

Plan year beginning 01/01/2024 · Profit-sharing, 401(m) arrangement

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
N. D. Pittman Investment advisory (plan) $31,991
Smith Dukes & Bucklew Accounting $17,500
Egps Contract administrator $2,395