Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
COMM SOURCE DATA, INC.
EIN 65-0529796accountingLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
23
200 WALER WAY, BUILDING 2 UNIT 1 - ST AUGUSTINE, FL 32086904-829-8922csdata.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 23 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COMM SOURCE DATA, INC. 401(K) PLAN
401k
Assets$2.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
COMM SOURCE DATA, INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMM SOURCE DATA, INC. 401(K) PLAN | 401k | $2.2M | 12 | 2024 | |
| 002 | COMM SOURCE DATA, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 11 | 2024 |
Retirement plans