AUMdb

Profit Sharing And Salary Deferral Plan Of Consolidated Supply Co.

Sponsored by Consolidated Supply Co. · EIN 930145980 · Plan #001

Total assets
$61.8M
Net assets
$61.8M
Active participants
535
With balances
739

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
Cbiz Investment Advisory Services, Llc CRD 286002 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Contract administrator, Participant loan processing, Account maintenance fees $81,457
Cbiz Investment Advisory Services Investment advisory (plan) $49,161
Delap Llp Legal, Other fees $16,353
Ogletree, Deakins, Nash, Smoak & St Legal $1,247