AUMdb

Consulting Engineering Services, Inc. 401(k) Profit Sharing Plan

Sponsored by Consulting Engineering Services, Inc. · EIN 061406235 · Plan #001

Total assets
$28.0M
Net assets
$28.0M
Active participants
170
With balances
193

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
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Equity Investment advisory (plan) $16,513
Mahoney Sabol & Company Llc Other fees $13,835
Pension Consultants, Inc. Contract administrator $2,585
Capital Group Retirement Plan Servi Recordkeeping fees $1,363