Csi Retirement Plan
Sponsored by Computer Services, Inc. · EIN 610649699 · Plan #001
- Total assets
- $247M
- Net assets
- $247M
- Active participants
- 1,368
- With balances
- 1,666
Plan year beginning 03/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mesirow Financial Investment Manage | Investment management | $268,497 |
| Creative Planning Holdco Llc Dba Cr | Investment advisory (plan) | $104,161 |
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan, Participant loan processing | $68,441 |
| Alliance Benefit Group Of Houston | Contract administrator | $33,400 |
| Forvis Mazars Llp | Accounting | $19,538 |
| Barnes & Thornburg Llp | Legal | $522 |