Ccmsi Holdings, Inc. Employee Stock Ownership Plan
Sponsored by Ccmsi Holdings, Inc. · EIN 161715499 · Plan #002
- Total assets
- $119M
- Net assets
- $119M
- Active participants
- 1,375
- With balances
- 1,795
Plan year beginning 07/01/2024 · Stock bonus
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 |
|---|---|---|
| Principal Fee | Plan administrator, Other fees | $83,616 |
| Cliftonlarsonallen | Accounting, Other fees | $22,942 |
| Merril | Investment management, Consulting fees | $14,368 |
| Comstock Fee | Valuation, Other fees | $12,576 |