AUMdb

Cbts 401(k) Plan

Sponsored by Cbts Technology Solutions Llc · EIN 721122018 · Plan #001

Total assets
$243M
Net assets
$243M
Active participants
1,193
With balances
1,149

Plan year beginning 12/02/2024 · 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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $431