AUMdb

Contemporary Management Concepts, Lllp 401(k) Plan

Sponsored by Contemporary Management Concepts, Lllp · EIN 592446722 · Plan #002

Total assets
$3.7M
Net assets
$3.7M
Active participants
94
With balances
127

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
Koss Olinger & Company Llc Investment advisory (plan) $20,527
Coulter & Justus, P.C. Accounting $12,300