AUMdb

Control Solutions, Inc. 401(k) Plan

Sponsored by Control Solutions, Inc. · EIN 760138355 · Plan #001

Total assets
$17.3M
Net assets
$17.3M
Active participants
231
With balances
231

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Raymond James Investment advisory (plan) $33,256
Empower Advisory Group, Llc Investment management $32,049
Empower Annuity Insurance Company O Recordkeeping fees $20,667
Creative Planning Holdco Llc Dba Cr Investment advisory (plan) $10,543