AUMdb

Community Support Services, Inc. 401(k) Retirement Plan

Sponsored by Community Support Services, Inc. · EIN 237029146 · Plan #001

Total assets
$16.9M
Net assets
$16.9M
Active participants
314
With balances
337

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
Valmark Advisers Inc CRD 108050 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Valmark Advisers Inc Investment management, Direct payment from the plan $6,875
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $5,387