AUMdb

Credit Bureau Systems, Inc. 401(k) Plan

Sponsored by Credit Bureau Systems, Inc. · EIN 610925848 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
194
With balances
138

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
Pronvest, Llc Dba Future Capital CRD 119081 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Future Capital Investment advisory (participants), Investment advisory (plan), Investment management $8,362
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $2,716