AUMdb

Center For Popular Democracy Inc Retirement Plan

Sponsored by Center For Popular Democracy, Inc. · EIN 453813436 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
98
With balances
218

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
Ritholtz Wealth Management CRD 168652 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ritholtz Wealth Management. Investment advisory (plan), Direct payment from the plan $25,766
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $25,630