AUMdb

Conserve Employee Retirement Plan

Sponsored by Continental Service Group, Llc D/B/A Conserve · EIN 161265131 · Plan #001

Total assets
$41.7M
Net assets
$41.7M
Active participants
345
With balances
496

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
Sage Rutty & Company Other fees $0
Rimkus, Marciano & Associates, Inc. Consulting (pension), Recordkeeping fees $0