AUMdb

Collaborative Support Programs 401(k) Profit Sharing Plan & Trust

Sponsored by Collaborative Support Programs Of New Jersey, Inc. · EIN 222589018 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
343
With balances
182

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
Meridian Wealth Partners, Llc CRD 287768 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Meridian Wealth Partners, Llc Investment advisory (plan) $22,025
Empower Annuity Ins Co America Recordkeeping fees $15,653
Pension Plan Consultants Llc Contract administrator $10,053
Jump, Perry And Company Llp Accounting $9,000
Empower Advisory Group Llc Investment management $2,557