Cma Retirement Plan
Sponsored by Community Management Associates, Inc. · EIN 581920396 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 288
- With balances
- 132
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 |
|---|---|---|
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other fees | $7,615 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $4,106 |
| Trust Advisory Services, Inc. | Investment advisory (plan), Other fees | $0 |
| Wilshire Associated Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |