Cmbs Profit Sharing 401(k) Plan
Sponsored by California Medical Business Services, Llc · EIN 454468735 · Plan #001
- Total assets
- $47.1M
- Net assets
- $47.1M
- Active participants
- 287
- With balances
- 392
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 |
|---|---|---|
| Burnham Gibson Financial Group Inc. | Investment advisory (plan), Direct payment from the plan | $62,245 |
| Milliman, Inc. | Recordkeeping, Consulting (general), Consulting (pension) | $28,878 |