AUMdb

Community Loans Of America Group 401(k) Plan

Sponsored by Community Loans Of America, Inc. · EIN 582091993 · Plan #001

Total assets
$11.7M
Net assets
$11.7M
Active participants
901
With balances
282

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $40,367
Onedigital Investment Advisors Investment advisory (plan), Direct payment from the plan $28,605