Center For Transforming Lives 401(k) Plan
Sponsored by Center For Transforming Lives · EIN 750829389 · Plan #001
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 171
- With balances
- 205
Plan year beginning 04/01/2024 · 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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Contract administrator, Direct payment from the plan, Recordkeeping fees | $13,902 |
| Princial Life Insurance Company | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $2,317 |