Csg Incentive Savings Plan
Sponsored by Csg Systems, Inc. · EIN 470772478 · Plan #001
- Total assets
- $688M
- Net assets
- $688M
- Active participants
- 2,032
- With balances
- 2,914
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $286,931 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $106,060 |
| Cook Street Consulting, Inc. | Consulting (general) | $55,000 |