Chestnut Ridge Counseling Services, Inc. 401(k) Plan
Sponsored by Chestnut Ridge Counseling Services, Inc. · EIN 251196948 · Plan #002
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 243
- With balances
- 161
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 |
|---|---|---|
| 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 Advisors | Investment advisory (participants) | $34,935 |