AUMdb

Csa Group Retirement Savings Plan

Sponsored by Csa Architects & Engineers, Llp · EIN 660378904 · Plan #001 · San Juan, PR

Total assets
$16.9M
Net assets
$16.9M
Active participants
366
With balances
328

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $112,653
Lpl Financial Investment advisory (plan) $23,213
Pension Services, Inc. Contract administrator $12,733