AUMdb

Child Development Resources Of Ventura County Inc. Profit Sharing Plan

Sponsored by Child Development Resources Of Ventura County Inc. · EIN 953543275 · Plan #001

Total assets
$12.9M
Net assets
$12.9M
Active participants
369
With balances
443

Plan year beginning 04/01/2024 · Age/service weighted or new comparability, Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Integrity Wealth Advisors, Inc. CRD 281708 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Integrity Wealth Advisors Llc Investment advisory (plan) $33,070