AUMdb

Csa Group 401(k) Retirement & Savings Plan

Sponsored by Csa Central, Inc. · EIN 311446286 · Plan #001 · Doral, FL

Total assets
$17.9M
Net assets
$17.9M
Active participants
195
With balances
248

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 Co. Recordkeeping fees $74,308
Lpl Financial Investment advisory (plan) $22,971
Pension Services, Inc. Contract administrator $750