AUMdb

Child And Family Focus Inc, 401(k) Retirement Plan

Sponsored by Child And Family Focus, Inc. · EIN 233052759 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
165
With balances
172

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
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mml Investors Services Llc Investment advisory (plan) $23,897
Transamerica Retirement Solutions, Recordkeeping, Participant loan processing, Investment management fees (indirect) $3,168
Paragon Alliance Group, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $1,768