Options In Community Living 401(k) Plan
Sponsored by Options In Community Living, Inc. · EIN 391373054 · Plan #002
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 232
- With balances
- 206
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Professionals, Llc CRD 282495 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $21,195 |
| 401 K Investment Prof. | Investment advisory (plan), Direct payment from the plan | $15,046 |
| Wegner Llp | Accounting, Direct payment from the plan | $11,200 |