AUMdb

Css Payroll 401(k) Plan

Sponsored by Css Payroll Co Lp · EIN 371900386 · Plan #001

Total assets
$42.9M
Net assets
$42.9M
Active participants
1,199
With balances
1,420

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
Silicon Valley Retirement Services, Llc CRD 154756 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $85,870
Silicon Valley Retirement Services Investment advisory (plan) $32,400
Pension Assurance Llp Accounting $16,000
Strategic Advisors, Inc. Investment advisory (plan) $8,541