Ccs Early Learning Retirement Plan
Sponsored by Ccs Early Learning · EIN 920040291 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 144
- With balances
- 260
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Altira Group Llc CRD 160010 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Greatwest Life | Recordkeeping fees | $15,827 |
| Alera Group Inc | Investment advisory (plan) | $9,735 |
| Professional Benefit Services | Contract administrator | $3,500 |
| Advised Assets Group | Investment management | $2,156 |