AUMdb

Community Programs, Inc. 401(k) Profit Sharing Plan & Trust

Sponsored by Community Programs, Inc. · EIN 382233166 · Plan #002

Total assets
$4.1M
Net assets
$4.1M
Active participants
138
With balances
258

Plan year beginning 01/01/2024 · 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
Newport Group, Inc. Contract administrator, Recordkeeping $16,827
Huntington National Bank Investment advisory (participants), Investment advisory (plan) $15,566