AUMdb

Epromos 401(k) Plan

Sponsored by Epromos Promotional Products Llc · EIN 841730900 · Plan #001

Total assets
$5.5M
Net assets
$5.5M
Active participants
114
With balances
126

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
Cfs Investment Advisory Services Llc CRD 106577 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $36,771
Cfs Investment Advisory Services Ll Investment advisory (plan), Other fees $0