AUMdb

City Facilities Management (Us) Llc 401(k) Plan

Sponsored by City Facilities Management (Us) Llc · EIN 810884780 · Plan #001

Total assets
$45.4M
Net assets
$45.4M
Active participants
608
With balances
945

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $158,849
First Party Administrator, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $34,976
Assurance Dimensions Accounting $6,500
City Facilities Management (Us) Llc Employee (plan sponsor) $5,000
Transamerica Trust Company Trustee (institutional) $167