Culinary And Bartenders 401(k) Plan
Sponsored by Trustees Of The Culinary And Bartenders 401(k) Trust · EIN 880478833 · Plan #001
- Total assets
- $246M
- Net assets
- $246M
- Active participants
- 126,444
- With balances
- 5,431
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 |
|---|---|---|
| Investment Management Consultants CRD 122718 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $1,025,357 |
| Investment Management Consultants | Investment management, Direct payment from the plan | $112,500 |
| Marsh & Mclennan Agency, Llc | Insurance services, Direct payment from the plan | $56,129 |
| Pdq Gills Printing | Participant communication, Direct payment from the plan | $8,599 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |