Community Financial Services, Inc. Employee Stock Ownership Plan
Sponsored by Community Financial Services, Inc. · EIN 611016269 · Plan #001
- Total assets
- $28.2M
- Net assets
- $23.5M
- Active participants
- 207
- With balances
- 240
Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus
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 |
|---|---|---|
| Fiduciary Trustee Services, Llc | Trustee (institutional) | $24,000 |
| Retirement Management Services, Llc | Recordkeeping | $23,876 |
| Harding Shymanski & Company | Accounting | $15,000 |
| Ascensus Holding, Inc. | Consulting (general) | $14,139 |