Counseling Clinic, Inc. 401(k) Plan
Sponsored by Counseling Clinic, Inc. · EIN 710448650 · Plan #003
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 115
- With balances
- 132
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Invest. Adv. | Investment advisory (plan), Direct payment from the plan | $21,079 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $18,578 |