C&S And Affiliates 401(k) Savings Plan (A)
Sponsored by C&S Wholesale Grocers, Inc. · EIN 041140950 · Plan #002
- Total assets
- $671M
- Net assets
- $671M
- Active participants
- 10,534
- With balances
- 7,830
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $821,542 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $329,385 |
| Concurrent (Formerly Raymond James) | Investment advisory (plan) | $135,000 |
| Ham, Langston & Brezina Llp | Accounting | $27,767 |