United Cerebral Palsy Of Southern Arizona Inc 401(k) Profit Sharing Plan And Trust
Sponsored by United Cerebral Palsy Of Southern Arizona Inc · EIN 860416461 · Plan #002
- Total assets
- $1.9M
- Net assets
- $1.9M
- Active participants
- 856
- With balances
- 173
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $5,146 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $3,103 |