AUMdb

Cams 401(k) Plan

Sponsored by Consolidated Asset Management Services, Llc · EIN 412239010 · Plan #001

Total assets
$203M
Net assets
$203M
Active participants
1,449
With balances
1,774

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors Investment advisory (participants) $104,491
Ubs Financial Services Inc Investment advisory (plan) $32,547
Empower Annuity Insurance Company Recordkeeping fees $9,187
Ubs Financial Services, Inc Other fees $0
Economic Group Pension Services, In Other services $0
Economic Group Pension Services Llc Other services $0