Consumers Supply Dist 401(k)
Sponsored by Consumers Supply Dist Llc · EIN 453782648 · Plan #001
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 261
- With balances
- 235
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 |
|---|---|---|
| Security National Bank | Investment management, Recordkeeping fees, Trustee (institutional) | $78,403 |
| Charles Schwab Trust Company | Shareholder servicing fees, Float revenue, Investment advisory (participants) | $9,042 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees, Custodial (securities) | $0 |