AUMdb

Constructors, Incorporated 401(k) Plan

Sponsored by Constructors Incorporated · EIN 850135619 · Plan #001

Total assets
$10.6M
Net assets
$10.6M
Active participants
273
With balances
304

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $55,050
Pension Planning Consultants, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $10,650
Leafhouse Financial Advisors, Llc Investment advisory (plan) $5,545
Ci Construction Services Inc Employee (plan sponsor) $1,833
Cetera Financial Group Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0