AUMdb

The Centers For Families And Children Defined Contribution Retirement Plan

Sponsored by The Centers For Families And Children · EIN 237084455 · Plan #003

Total assets
$25.6M
Net assets
$25.6M
Active participants
638
With balances
898

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
Ancora Retirement Plan Advisors, Llc CRD 31256 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ancora Retirement Plan Advisors Inc Investment advisory (plan) $44,542
Empower Annuity Insurance Company O Recordkeeping fees $26,360
Empower Advisory Group, Llc Investment management $25,945