Campbell Scientific Profit Sharing Plan
Sponsored by Campbell Scientific, Inc. · EIN 870305157 · Plan #001
- Total assets
- $107M
- Net assets
- $107M
- Active participants
- 610
- With balances
- 711
Plan year beginning 09/01/2024 · Age/service weighted or new comparability, Profit-sharing, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services Llc | Contract administrator, Recordkeeping, Recordkeeping fees | $761,641 |
| D.A. Davidson & Co. | Custodial (securities), Investment management, Investment management fees (indirect) | $0 |
| Jones Simkins Llc | Accounting, Direct payment from the plan | $0 |