AUMdb

Consolidated Bus Transit, Inc. Esop

Sponsored by Consolidated Bus Transit, Inc. · EIN 113046431 · Plan #002

Total assets
$53.5M
Net assets
$25.9M
Active participants
1,230
With balances
1,501

Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus

Linked investment advisers

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

Firm Match Plan year
Newport Capital Group, Llc CRD 144442 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Newport Capital Group, Llc Investment advisory (plan) $62,552