AUMdb

Custom Agri Systems, Inc. 401(k) Plan

Sponsored by Custom Agri Systems, Inc. · EIN 341387174 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
228
With balances
240

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cambridge Investment Research Advis Investment advisory (plan), Investment management, Direct payment from the plan $31,024
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Direct payment from the plan $22,574