Communities In Schools Retirement Plan
Sponsored by Communities In Schools Charlotte Mecklenberg, Inc. · EIN 581661795 · Plan #002
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 102
- With balances
- 170
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Valic | Investment advisory (participants), Product termination fees, Participant loan processing | $5,666 |