AUMdb

Consolidated Supply Co., Inc. Employee Retirement Plan

Sponsored by Consolidated Supply Co., Inc. · EIN 470700954 · Plan #001

Total assets
$22.2M
Net assets
$22.2M
Active participants
349
With balances
375

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $45,021
Da Davidson & Company Investment advisory (plan) $25,000