AUMdb

Chs Inc. 401(k) Plan

Sponsored by Chs, Inc. · EIN 410251095 · Plan #014

Total assets
$1.8B
Net assets
$1.8B
Active participants
8,864
With balances
13,227

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024
Advanced Capital Group, Inc. CRD 109673 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Vanguard Group Inc. Recordkeeping, Consulting (general), Trustee (institutional) $464,688
Vanguard Advisers, Inc. Investment advisory (participants), Direct payment from the plan $436,075
Advanced Capital Group, Inc. Investment advisory (plan), Participant communication, Direct payment from the plan $90,000
Grant Thornton Llp Accounting, Direct payment from the plan $8,066