AUMdb

Colt Services, Lp 401(k) Profit Sharing Plan

Sponsored by Colt Services, Llc · EIN 030498223 · Plan #001

Total assets
$18.4M
Net assets
$18.4M
Active participants
316
With balances
234

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
Hd Vest Recordkeeping, Trustee (institutional), Other services $27,874
The Hays Financial Group, Llc Recordkeeping, Trustee (institutional), Other services $12,324
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $6,699