AUMdb

Technical Services Retirement Plan

Sponsored by Computer And Engineering Services, Inc. · EIN 382512681 · Plan #001

Total assets
$29.2M
Net assets
$29.2M
Active participants
2,593
With balances
1,176

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
Sigma Financial, Inc. CRD 123184 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Other services, Other fees, Participant loan processing $222,862
Rehmann Financial Group Participant loan processing, Recordkeeping fees, Recordkeeping $102,172
Proaccount Investment advisory (participants) $84,380
Bdo Accounting $24,991
Sigma Financial Corporation Investment advisory (plan) $0