AUMdb

Computer Generated Solutions, Inc. 401(k) Retirement Savings Plan

Sponsored by Computer Generated Solutions, Inc. · EIN 133208358 · Plan #001

Total assets
$44.9M
Net assets
$44.9M
Active participants
419
With balances
509

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Forvis Mazars Llp Accounting $18,375
Strategic Advisors, Inc. Investment advisory (plan) $15,121
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$24,191