AUMdb

Class (Community Living And Support Services) 401(k) And Profit Sharing Plan

Sponsored by Community Living & Support Services, Inc · EIN 250987252 · Plan #003

Total assets
$3.9M
Net assets
$3.9M
Active participants
106
With balances
126

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan) $12,986