AUMdb

Cams Union Retirement Plan

Sponsored by Consolidated Asset Management Services, Llc · EIN 412239010 · Plan #003

Total assets
$89.5M
Net assets
$89.5M
Active participants
766
With balances
738

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Usb Financial Services, Inc Investment advisory (plan) $57,831
Voya Retirement Advisors, Llc Investment advisory (participants) $49,836
Empower Annuity Insurance Company Recordkeeping fees $2,417
Usb Financial Services, Inc Other fees $0
Economic Group Pension Services Other services $0
Economic Group Pension Services Other services $0