Cbc Companies, Inc. Profit Sharing And Savings Plan
Sponsored by Cbc Companies, Inc. · EIN 310727305 · Plan #001
- Total assets
- $169M
- Net assets
- $169M
- Active participants
- 632
- With balances
- 1,010
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 |
|---|---|---|
| Highland Consulting Associates Inc. CRD 109834 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $85,812 |
| Highland Consulting Associates | Investment management, Direct payment from the plan | $37,047 |