Critical Electric Systems Group, Llc 401(k) Plan
Sponsored by Critical Electric Systems Group, Llc · EIN 201402397 · Plan #003
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 196
- With balances
- 187
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $45,438 |
| Osaic Wealth, Inc. | Investment advisory (plan), Consulting fees | $11,439 |
| Securities America Advisors, Inc. | Investment advisory (plan), Consulting fees | $3,751 |