Ctco Benefit Services 401(k) Plan
Sponsored by Ctco Benefit Services, Llc · EIN 300515404 · Plan #002
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 259
- With balances
- 154
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Company | Investment advisory (plan) | $52,903 |
| The Haslauer Group | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,550 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $5,030 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $4,269 |