Comunilife, Inc. Retirement Plan
Sponsored by Comunilife, Inc. · EIN 133530299 · Plan #002
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 348
- With balances
- 406
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Ins Co | Contract administrator, Participant loan processing, Direct payment from the plan | $48,534 |
| Associated Pension Consultants | Contract administrator, Direct payment from the plan, Other services | $10,777 |
| Morningstar Investment Mgmt Llc | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |