Park Street Management, Inc. 401(k)
Sponsored by Park Street Management, Inc. · EIN 833236087 · Plan #001
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 1,281
- With balances
- 892
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment advisory (participants) | $131,131 |
| Cbiz Investment Advisory Services, | Investment advisory (participants), Other fees | $3,916 |