AUMdb

Community Catalyst, Inc. Retirement Plan

Sponsored by Community Catalyst, Inc. · EIN 043355127 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
95
With balances
140

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
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sentinel Pension Advisors Investment advisory (plan), Investment management fees (direct) $21,492