AUMdb

Consolidated Shoe Company, Inc. Employee Stock Ownership And Savings Plan

Sponsored by Consolidated Shoe Company, Inc. · EIN 540180070 · Plan #002 · Lynchburg, VA

Total assets
Net assets
Active participants
25
With balances
55

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Wellth Advisory Services, Llc CRD 330537 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Recordkeeping fees $4,784
Global Retirement Partners Llc Investment advisory (plan) $3,690
Wellth Advisory Services Llc Investment advisory (plan) $2,816
Empower Advisory Group Llc Investment management $1,226
Blue Ridge Esop Associates Contract administrator $260