Conference Of State Bank Supervisors Safe Harbor 401(k) Plan
Sponsored by Conference Of State Bank Supervisor · EIN 522080072 · Plan #002
- Total assets
- $52.0M
- Net assets
- $52.0M
- Active participants
- 156
- With balances
- 197
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment advisory (participants) | $118,967 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $24,957 |
| Clifton Larson Allen Llp | Investment advisory (participants) | $14,443 |
| Commonwealth Equity Services | Other fees | $0 |
| Morningstar | Investment advisory (plan) | $0 |