Inspire 401(k) Profit Sharing Plan And Trust
Sponsored by Orange County Cerebral Palsy Association, Inc. · EIN 141456248 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 172
- With balances
- 120
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 |
|---|---|---|
| Focused Wealth Management, Inc. CRD 154828 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services | Recordkeeping, Distribution (12b-1) fees, Trustee (directed) | $18,235 |
| Focused Wealth Management | Investment advisory (participants), Investment management fees (direct), Investment advisory (plan) | $11,778 |