Csm Corporation 401(k) Retirement Plan
Sponsored by Csm Corporation · EIN 411320338 · Plan #002
- Total assets
- $39.9M
- Net assets
- $39.9M
- Active participants
- 1,521
- With balances
- 647
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Participant communication | $80,233 |
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan | $33,000 |
| Eisneramper Llp | Accounting | $17,535 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $11,561 |
| Charles Schwab & Co. Inc. | Custodial (securities), Shareholder servicing fees | $0 |