AUMdb

The Center 401(k) Plan

Sponsored by The Center · EIN 931261079 · Plan #005

Total assets
$50.5M
Net assets
$50.5M
Active participants
360
With balances
465

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
Human Investing, Llc CRD 133017 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Human Investing Investment advisory (plan) $78,656
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $41,403