AUMdb

Workplace Resource 401 K Retirement Plan

Sponsored by Cdmm Corp · EIN 264459075 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
64
With balances
126

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
Voya Retirement Insurance & Annuity Investment advisory (participants) $40,462
Ima Wealth Inc 000 Other fees $0