Csa Service Solutions, Llc 401(k) Plan
Sponsored by Csa Service Solutions, Llc · EIN 814201496 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 356
- With balances
- 520
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 |
|---|---|---|
| Forest Capital Management, Llc CRD 171659 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $72,973 |
| Forest Capital Management Llc | Investment advisory (plan) | $34,319 |