AUMdb

Ccs 401(k) Plan

Sponsored by Community Counselling Service Co., Llc · EIN 900286107 · Plan #003

Total assets
$86.3M
Net assets
$86.3M
Active participants
592
With balances
790

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $145,579
The Benefit Practice Contract administrator, Other services, Direct payment from the plan $26,375
Kestra Advisory Services, Llc Investment advisory (plan), Other fees $0