The Cersosimo Companies 401(k) Savings & Investment Plan
Sponsored by Cersosimo Lumber Co., Inc. · EIN 030177289 · Plan #001
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 214
- With balances
- 213
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Richards Inc.Trg | Investment advisory (plan) | $37,266 |
| Wells Thomas, Llc | Contract administrator | $9,139 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $3,017 |