AUMdb

Parents And Children Together 401(k) Retirement Savings Plan

Sponsored by Parents And Children Together · EIN 990119678 · Plan #001

Total assets
$18.6M
Net assets
$18.6M
Active participants
339
With balances
432

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
Sageview Advisory Group, Llc CRD 126777 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corp Contract administrator $108,828
Sageview Advisory Investment advisory (plan) $67,226