Cps Solutions, Llc 401(k) Plan
Sponsored by Cps Solutions, Llc · EIN 953810548 · Plan #001
- Total assets
- $292M
- Net assets
- $292M
- Active participants
- 2,638
- With balances
- 2,544
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $236,625 |
| Everhart Financial Group, Inc. | Consulting (general), Direct payment from the plan | $48,000 |
| Baker Tilly, Us Llp | Accounting, Direct payment from the plan | $23,000 |
| Forvis Llp | Accounting, Direct payment from the plan | $16,525 |