AUMdb

Child And Family Charities Employee Deferred Compensation Plan

Sponsored by Child And Family Charities · EIN 382118108 · Plan #002

Total assets
$4.1M
Net assets
$4.1M
Active participants
114
With balances
97

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
Tri Star Trust Bank Investment advisory (plan), Direct payment from the plan $15,156
Newport Group, Inc. Participant loan processing, Recordkeeping, Recordkeeping fees $12,696