Csat Solutions Lp 401(k) Plan
Sponsored by Csat Solutions Lp · EIN 134189492 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 268
- With balances
- 395
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| California Retirement Plans | Contract administrator | $42,767 |
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $26,117 |
| Global Retirement Partners Llc | Investment advisory (plan) | $24,920 |
| Empower Advisory Group, Llc | Investment management | $8,122 |