Coordinated Services Management, Inc. 401(k) Retirement Plan
Sponsored by Coordinated Services Management, Inc. · EIN 541164589 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 1,299
- With balances
- 198
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $20,026 |
| Business Solutions Inc | Other services, Other commissions | $0 |