AUMdb

C4 Planning Solutions, L.L.C. Retirement Plan

Sponsored by C4 Planning Solutions, Llc · EIN 582539411 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
108
With balances
106

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $14,758