Sponsor portfolio
CAPITAL MANAGEMENT SERVICES, LP
EIN 33-1095529financial servicesLatest filing 2024
Plans
1
Retirement
1
$15.7M assets
Welfare
0
Participants
880
694 S. OGDEN ST - BUFFALO, NY 14206716-871-9050cms-collect.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITAL MANAGEMENT SERVICES, LP 401(K) RETIREMENT PLAN | 401k | $15.7M | 880 | 2024 |
Retirement plans
Welfare plans