AUMdb

Centric Consulting, Llc 401 (K) Profit Sharing Plan & Trust

Sponsored by Centric Consulting, Llc · EIN 311776636 · Plan #001

Total assets
$118M
Net assets
$118M
Active participants
703
With balances
830

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$107,067