AUMdb

401(k) Profit Sharing Plan For Employees Of Community Integrated Services

Sponsored by Community Integrated Services · EIN 232648381 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
274
With balances
279

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
John Hancock Recordkeeping, Investment advisory (participants), Participant loan processing $18,431
Glen Eagle Advisors Llc Other fees $12,429
Wilshire Associates Inc. Other fees $621