AUMdb

Cfe 401(k) Plan

Sponsored by Center For Fraternal Excellence, Inc. · EIN 814465551 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
133
With balances
115

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
Fidelity Investments Participant loan processing, Recordkeeping fees, Account maintenance fees $19,125