AUMdb

Comtex 401(k) Retirement Plan

Sponsored by Central Ohio Medical Textiles Dba Comtex · EIN 383643188 · Plan #001

Total assets
$7.0M
Net assets
$7.0M
Active participants
315
With balances
466

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
Janney Montgomery Scott Llc CRD 463 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Janney Montgomery Scott, Llc Investment advisory (plan) $21,674
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $3,200