AUMdb

Center For Spectrum Services Profit Sharing Plan And Trust

Sponsored by Center For Spectrum Services · EIN 141604884 · Plan #001

Total assets
$5.5M
Net assets
$5.4M
Active participants
127
With balances
151

Plan year beginning 07/01/2024 · Profit-sharing

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
Merrill Lynch Investment management fees (direct) $36,796
Heller Pension Assoc., Inc. Other services, Direct payment from the plan $14,710
Caron & Bletzer, Pllc Accounting, Direct payment from the plan $14,183