AUMdb

Cms Companies Retirement Plan

Sponsored by Corporate Moving Systems, Inc. · EIN 911375836 · Plan #002

Total assets
$16.9M
Net assets
$16.9M
Active participants
182
With balances
218

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Nfp Retirement Inc Investment advisory (plan) $37,951
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $17,471
Smith Bunday Berman Britton, Ps Accounting $12,600