AUMdb

Custom Group Industries 401(k) Retirement Plan

Sponsored by Custom Engineering Company · EIN 251008495 · Plan #002

Total assets
$12.2M
Net assets
$12.2M
Active participants
118
With balances
146

Plan year beginning 07/01/2024 · 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
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $22,258
Pnc Institutional Asset Management Investment advisory (participants), Investment advisory (plan) $17,261