AUMdb

Colerain Animal Clinic 401(k) Plan & Trust

Sponsored by Colerain Animal Clinic Inc. · EIN 311021388 · Plan #001

Total assets
$7.3M
Net assets
$7.3M
Active participants
106
With balances
146

Plan year beginning 01/01/2024 · 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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $5,852
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0