Child Care Resource And Referral, Inc. Matched Savings Retirement Plan
Sponsored by Child Care Resource & Referral, Inc. · EIN 410987753 · Plan #002
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 164
- With balances
- 232
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Park Avenue Securities Llc CRD 46173 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tsc, Inc. | Recordkeeping, Direct payment from the plan | $5,485 |
| Nationwide | Trustee (institutional), Direct payment from the plan | $1,727 |
| Park Avenue Securities | Investment advisory (plan), Securities brokerage | $0 |