AUMdb

Luzerne County Headstart, Inc. Retirement Plan

Sponsored by Luzerne County Headstart, Inc. · EIN 232038753 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
216
With balances
243

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
John Hancock Float revenue, Recordkeeping fees, Investment advisory (participants) $40,172
Cambridge Investment Research, Inc. Investment advisory (plan) $16,890