Custard Insurance Adjusters Savings Plan
Sponsored by Custard Insurance Adjusters, Inc. · EIN 351188325 · Plan #001
- Total assets
- $45.9M
- Net assets
- $45.9M
- Active participants
- 812
- With balances
- 828
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 |
|---|---|---|
| Coker James & Co | Accounting | $22,300 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $9,628 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $8,734 |
| Cira (Cambridge Investment Research | Other fees | $0 |