AUMdb

Congress Associates, Inc. Profit Sharing Plan

Sponsored by Congress Associates, Inc. · EIN 953926707 · Plan #002

Total assets
$20.9M
Net assets
$20.9M
Active participants
0
With balances
453

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
Pension Assurance Llp Other fees $6,789
Voya Retirement Insurance Co Investment advisory (participants) $1,133