Community Legal Aid 401(k) Plan
Sponsored by Community Legal Aid, Inc. · EIN 042446242 · Plan #001
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 180
- With balances
- 223
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 |
|---|---|---|
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bds Consulting Group, Inc. | Recordkeeping, Direct payment from the plan, Other fees | $3,175 |
| American Funds | Recordkeeping, Investment management, Participant loan processing | $2,115 |