AUMdb

Consumer Portfolio Services, Inc. 401(k) Plan

Sponsored by Consumer Portfolio Services, Inc. · EIN 330459135 · Plan #001

Total assets
$71.3M
Net assets
$71.3M
Active participants
906
With balances
1,141

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $116,533
Cambridge Investment Research Inc Investment advisory (plan) $52,353