Campos Holding Company Llc Retirement Savings Plan
Sponsored by Campos Holding Company Llc · EIN 921835722 · Plan #002
- Total assets
- $36.2M
- Net assets
- $36.2M
- Active participants
- 544
- With balances
- 643
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan), Investment management fees (direct) | $60,546 |
| Morgan Stanley | Investment advisory (plan), Investment management fees (direct) | $60,290 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $55,928 |