C.S. Wo & Sons, Llc Profit Sharing Plan
Sponsored by C.S. Wo & Sons, Llc · EIN 990063065 · Plan #001
- Total assets
- $33.5M
- Net assets
- $33.5M
- Active participants
- 195
- With balances
- 183
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 |
|---|---|---|
| Mosaic Pacific Investment Advisors | Investment advisory (plan), Direct payment from the plan | $68,064 |
| Accuity Llp | Accounting, Direct payment from the plan | $24,300 |
| Riversedge Adv Ret Solutions, Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $16,784 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $14,870 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |