Cts 401(k)
Sponsored by Cornell Technical Services, Llc · EIN 201850970 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 304
- With balances
- 262
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $31,509 |
| Greenspring Advisors Llc | Consulting (general) | $21,930 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,519 |