AUMdb

Charlesbank Capital Partners, Llc Money Purchase Pension Plan

Sponsored by Charlesbank Capital Partners, Llc · EIN 043419769 · Plan #001

Total assets
$43.4M
Net assets
$43.4M
Active participants
184
With balances
245

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

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).

No Schedule C on file for this plan year.