AUMdb

Cpc Cdpap Pension Plan & Trust

Sponsored by Chinese American Planning Council Home Attendant Program, Inc. · EIN 133203211 · Plan #002

Total assets
$7.1M
Net assets
$7.1M
Active participants
0
With balances
5,693

Plan year beginning 07/01/2024 · Profit-sharing

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
Preferred Pension Concepts, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $161,005
Cbiz Cpas Pc Accounting, Direct payment from the plan $10,000
Voya Retirement Insurance & Annuity Other services $0