AUMdb

401(k) Profit Sharing Plan Of Community Action Committee Of The Lehigh Valley, Inc.

Sponsored by Community Action Committee Of The Lehigh Valley, Inc. · EIN 231669589 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
104
With balances
134

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group Recordkeeping, Recordkeeping fees $15,655
Lpl Financial Investment advisory (plan) $10,000
Mid Atlantic Pension Specialists In Contract administrator $6,370