AUMdb

Css Dynamac 401(k) Plan

Sponsored by Consolidated Safety Services, Inc. · EIN 541480935 · Plan #001

Total assets
$48.8M
Net assets
$48.8M
Active participants
320
With balances
383

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
Signature Estate & Investment Advisors Llc CRD 108163 fuzzy_auto · 94% 2024
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Signature Estate & Invest Advs Llc Investment advisory (plan) $51,289
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $43,601
Osaic Wealth Inc Investment advisory (plan) $40,123