AUMdb

Centerline Communications Llc 401(k) Profit Sharing Plan And Trust

Sponsored by Centerline Communications Llc · EIN 611851360 · Plan #001

Total assets
$59.8M
Net assets
$59.8M
Active participants
1,121
With balances
955

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
First National Advisers, Llc CRD 277146 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $94,220
First National Advisors Llc Investment advisory (plan) $72,067