AUMdb

401(k) Profit Sharing Plan For Employees Of Child & Family Resources,

Sponsored by Child & Family Resources, Inc. · EIN 860251984 · Plan #001

Total assets
$4.9M
Net assets
$4.9M
Active participants
281
With balances
339

Plan year beginning 07/01/2024 · 401(k)

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $29,101