Community Action Agency 403(b) Retirement Plan
Sponsored by Community Action Agency · EIN 381795659 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 221
- With balances
- 115
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wipfli Llp | Plan administrator, Recordkeeping | $19,516 |
| Creative Planning, Llc | Investment advisory (participants), Investment advisory (plan) | $15,078 |