Central States 401(k) Retirement Savings Plan
Sponsored by Central States, Se & Sw Areas Health & Pension Funds · EIN 362154936 · Plan #002
- Total assets
- $140M
- Net assets
- $140M
- Active participants
- 730
- With balances
- 877
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $24,109 |
| Charles Schwab & Co.,Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $651 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |