Community Specialists, Inc. 401(k) & Profit Sharing Plan
Sponsored by Community Specialists, Inc. · EIN 363964739 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 107
- With balances
- 111
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 |
|---|---|---|
| Capital Bank And Trust Company CRD 170017 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Krd, Ltd. | Accounting | $26,925 |
| Northwestern Mutual | Investment advisory (participants), Investment advisory (plan), Employee (plan) | $14,094 |
| Erisa, Inc | Contract administrator, Recordkeeping, Participant loan processing | $5,591 |
| Capital Bank And Trust Co. | Recordkeeping, Investment management, Shareholder servicing fees | $2,000 |