Compsych Management Corporation Retirement Plan
Sponsored by Compsych Management Corporation · EIN 363272141 · Plan #001
- Total assets
- $53.6M
- Net assets
- $53.6M
- Active participants
- 1,414
- With balances
- 589
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $60,466 |
| Oppenheimer & Co. Inc. | Investment management, Direct payment from the plan | $45,474 |