Coleman Professional Services Employees Pension Plan
Sponsored by Coleman Professional Services Inc. · EIN 341240178 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory | Investment advisory (participants), Investment advisory (plan), Investment management | $13,558 |
| Hw&Co | Accounting, Direct payment from the plan | $8,694 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $1,888 |