The Custom Companies Retirement Savings Plan
Sponsored by The Custom Companies, Inc. · EIN 363420142 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.3M
- Active participants
- 380
- With balances
- 195
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial, Llc | Investment advisory (plan) | $44,051 |
| Empower Annuity Insurance Company | Recordkeeping fees | $12,740 |
| Retirement Solution Group, Llc | Contract administrator | $9,945 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $16.4M | 380 | ack 20251015110626NAL0008885250001 |
| 01/01/2021 | $14.5M | 152 | ack 20250226084341NAL0001543472001 |