Cma 403(b) Plan
Sponsored by Community Mainstreaming Associates, Inc. · EIN 237448487 · Plan #002
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 525
- With balances
- 716
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Clearing Services, Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) | $0 |