C L M Community Action 403 B Retirement Plan
Sponsored by Chippewa Luce Mackinac Community Action Human Resource Authority Inc. · EIN 381798626 · Plan #002
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 228
- With balances
- 189
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 |
|---|---|---|
| Kerberrose Wealth Management, Llc CRD 168787 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kerberrose Wealth Mgmt | Investment advisory (participants), Investment advisory (plan), Investment management | $32,515 |
| Rehmann Robson Llc | Accounting, Direct payment from the plan | $26,921 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $1,973 |