Csss.Net 401(k) Plan
Sponsored by Client Server Software Solutions, Inc. Dba Constellation West · EIN 911844650 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 116
- With balances
- 232
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 |
|---|---|---|
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Signature Estate & Invest Advs Llc | Investment advisory (plan) | $23,973 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $20,494 |