AUMdb

Constellations Behavioral Holdings, Inc. Employee Stock Ownership 401(k) Plan

Sponsored by Constellations Behavioral Holdings, Inc. · EIN 874096992 · Plan #002

Total assets
$2.0M
Net assets
$2.0M
Active participants
0
With balances
146

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $15,275
Wells Fargo Clearing Services, Llc Investment advisory (plan) $8,773
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $4,499