Community Based Services, Inc. 401(k) Profit Sharing Plan
Sponsored by Community Based Services, Inc. · EIN 133070655 · Plan #004
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 445
- With balances
- 271
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 Inst Op Co Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $9,836 |
| Morgan Stanley Smith Barney | Other commissions | $0 |