AUMdb

C Squared Systems, L.L.C. 401(k) Plan

Sponsored by C Squared Systems, L.L.C. · EIN 020516622 · Plan #001

Total assets
$11.0M
Net assets
$11.0M
Active participants
139
With balances
205

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
Morgan Stanley Smith Barney Llc CRD 149777 fuzzy_auto · 94% 2024
Northstar Fiduciary Partners, Llc CRD 284994 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Domestic Investment advisory (participants) $33,560
Wilshire Associates Inc Investment advisory (participants) $3,157
Northstar Fiduciary Partners Investment advisory (participants) $1,435