C&S Consolidated Pension Plan
Sponsored by C&S Wholesale Grocers, Inc. · EIN 041140950 · Plan #005
- Total assets
- $58.7M
- Net assets
- $58.6M
- Active participants
- 100
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 96% | 2024 |
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping fees, Recordkeeping, Participant loan processing | $131,938 |
| Sun Life Capital Management | Investment advisory (plan) | $82,018 |
| Concurrent Investment Advisors | Investment advisory (plan) | $75,000 |
| Raymond James & Associates, Inc | Investment advisory (plan) | $22,358 |
| Ham, Langston & Brezina, Llp | Accounting | $17,680 |
| The Bank Of New York Mellon | Custodial (other) | $14,401 |