AUMdb

Consulting Services Group, Llc 401 K Plan

Sponsored by Consulting Services Group, Llc · EIN 800567247 · Plan #001

Total assets
$16.3M
Net assets
$16.3M
Active participants
198
With balances
204

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
Gallagher Benefit Services Recordkeeping, Trustee (institutional), Other services $32,598
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,904
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0