Community Living 401(k) Retirement Plan
Sponsored by Community Living · EIN 910854445 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 398
- With balances
- 155
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth, Inc. | Investment advisory (plan), Direct payment from the plan | $19,173 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $14,881 |
| Morningstar Investment Mgmt | Investment advisory (participants), Consulting fees | $0 |