Partner Solutions Multiple Employer Plan
Sponsored by Csp Management, Inc. Dba Partner Solutions For Schools · EIN 201257602 · Plan #001
- Total assets
- $63.7M
- Net assets
- $63.7M
- Active participants
- 2,093
- With balances
- 2,500
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $202,580 |
| Robert W. Baird & Co. Inc | Investment advisory (plan), Direct payment from the plan | $143,882 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $18,750 |