AUMdb

Center For Community Alternatives 403(b) Plan

Sponsored by Center For Community Alternatives · EIN 161395992 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
145
With balances
200

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Life & Annuity Insurance Co Recordkeeping fees $31,068
Global Retirement Partners Llc Investment advisory (plan) $15,174
Pentegra Services Inc Contract administrator $5,274
Empower Advisory Group, Llc Investment management $2,303
Leafhouse Financial Advisors, Llc Investment advisory (plan) $1,897