AUMdb

Consumer Technology Association 401(k) Plan

Sponsored by Consumer Technology Association · EIN 541963355 · Plan #001

Total assets
$71.6M
Net assets
$71.6M
Active participants
154
With balances
238

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $22,198
National Financial Services Securities brokerage, Securities brokerage commissions $0