Colson Group Holdings, Llc. Employees' Retirement Plan
Sponsored by Colson Group Holdings, Llc · EIN 363041768 · Plan #002
- Total assets
- $37.7M
- Net assets
- $37.7M
- Active participants
- 476
- With balances
- 611
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Rsm Us Llp | Accounting | $57,015 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $56,238 |