Community, Work, And Independence, Inc. 401(k) Plan
Sponsored by Community, Work, And Independence, Inc. · EIN 141470091 · Plan #003
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 201
- With balances
- 187
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 |
|---|---|---|
| Glens Falls National Bank And Trust | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $10,587 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |