AUMdb

Plimpton & Hills Corporation Employees Savings Trust

Sponsored by Plimpton & Hills Corporation · EIN 060496010 · Plan #003

Total assets
$30.3M
Net assets
$30.3M
Active participants
253
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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (plan), Direct payment from the plan $59,602
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $35,076