AUMdb

Culmen Real Estate Services Retirement Plan

Sponsored by Culmen Real Estate Services, Inc. · EIN 823000146 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
177
With balances
186

Plan year beginning 01/01/2024 · 401(k)

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $30,183
Brady Ware And Schoenfeld Inc Accounting $8,000
Esler & Vanderschaaff Co Legal $5,250