Cfs Pep
Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #019
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 436
- With balances
- 280
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 |
|---|---|---|
| Park Avenue Securities Llc CRD 46173 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $35,543 |
| Park Avenue Securities, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $29,244 |
| Americantcs Fiduciary Services, Llc | Claims processing, Plan administrator, Recordkeeping | $22,810 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $3,379 |