Collier Services Retirement Savings Plan
Sponsored by Collier Youth Services · EIN 210635038 · Plan #001
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 216
- With balances
- 221
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $42,260 |
| Merrill Lynch Pierce Fenner & Smith | Recordkeeping, Consulting (pension), Direct payment from the plan | $34,035 |
| Pricekubecka, Pllc | Recordkeeping, Consulting (pension), Direct payment from the plan | $10,500 |
| Adp Broker Dealer | Other services, Other fees | $0 |