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Collum's Administration & Maintenance Company, L.L.C. 401(k) Profit Sharing Plan

Sponsored by Collum's Administration & Maintenance Company, Llc · EIN 010679228 · Plan #001

Total assets
$18.4M
Net assets
$18.4M
Active participants
148
With balances
169

Plan year beginning 04/01/2024 · 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
Synovus Trust Company, Na Recordkeeping, Trustee (institutional), Trustee (discretionary) $44,190
Ameritas Claims processing, Contract administrator, Recordkeeping $12,302
Charles Schwab Trust Bank Custodial (securities), Direct payment from the plan, Float revenue $8,219