Constellis 401(k) Plan
Sponsored by Constellis 401(k) Plan · EIN 473297412 · Plan #002
- Total assets
- $644M
- Net assets
- $644M
- Active participants
- 9,437
- With balances
- 14,437
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Institutional Plan Services | Participant loan processing, Recordkeeping fees, Other fees | $655,798 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $389,985 |
| Sageview Advisory Group, Llc | Consulting (general) | $80,000 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $644M | 9,437 | ack 20260624134111NAL0006406883001 |
| 01/01/2017 | $38.7M | 2,710 | ack 20250611092238NAL0015806641001 |