Complete Automation Solutions Holdings, Inc. 401(k) Plan
Sponsored by Complete Automation Solutions Holdings, Inc. · EIN 260251174 · Plan #001
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 213
- With balances
- 285
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $9,371 |
| Barnes Wendling | Other fees | $4,874 |
| Lpl Financial | Other fees | $0 |
| Ascensus | Other services | $0 |