Canteen Services, Inc. Pension Plan
Sponsored by Canteen Services, Inc. Pension Plan · EIN 381557774 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 6
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Crystal View Capital, Llc CRD 283124 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Watkins, Ross & Co | Actuarial, Direct payment from the plan | $98,378 |
| Crystal View Capital | Investment advisory (plan), Direct payment from the plan | $54,704 |
| Varnum | Legal, Direct payment from the plan | $33,962 |
| Vanderploeg Bergakker & Associates | Accounting, Direct payment from the plan | $31,012 |
| Macatawa Bank | Recordkeeping, Custodial (securities), Trustee (institutional) | $24,294 |