Ccs Contractor Equipment & Supply 401(k) Profit Sharing Plan
Sponsored by Ccs Contractor Equipment & Supply Llc · EIN 862752734 · Plan #002
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 294
- With balances
- 150
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $376 |
| Creative Planning, Llc | Investment advisory (participants) | $0 |
| Mesirow Financial | Investment advisory (participants) | $0 |