Community Financial Services Bank 401(k) Plan
Sponsored by Community Financial Services, Inc. · EIN 611016269 · Plan #002
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 234
- With balances
- 210
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $1,790 |
| Empower Advisory Group, Llc | Investment management | $1,713 |
| Retirement Management Services, Llc | Contract administrator | $1,400 |