AUMdb

Community Action Opportunities 401(k) Plan

Sponsored by Community Action Opportunities,Incorporated · EIN 560817672 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
90
With balances
144

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
The Retirement Plan Company, Llc Contract administrator, Recordkeeping, Distribution (12b-1) fees $8,790