AUMdb

City Wide Property Services Inc. 401(k) Plan

Sponsored by City Wide Property Services Inc. · EIN 010825335 · Plan #001

Total assets
$1.6M
Net assets
$1.6M
Active participants
132
With balances
148

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
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $9,176
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
Morgan Stanley Smith Barney Llc Other services, Other fees $0