Cms Savings Plan And Trust
Sponsored by Covenant Management Systems, Lp · EIN 742899856 · Plan #002
- Total assets
- $414M
- Net assets
- $414M
- Active participants
- 2,584
- With balances
- 2,460
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Richard P. Slaughter Associates, Inc. CRD 109080 | fuzzy_auto · 97% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $297,517 |
| Capfinancial Partners Llc | Consulting (pension), Insurance agents and brokers, Investment advisory (plan) | $69,250 |
| Richard P Slaughter Assoc Inc | Investment management, Direct payment from the plan | $17,282 |
| Aramino Llp | Accounting, Direct payment from the plan | $16,800 |
| Charles Schwab & Co., Inc. | Investment management, Direct payment from the plan | $777 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $31 |