C.C. Young Retirement Plan
Sponsored by C.C. Young Memorial Home · EIN 750800694 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 630
- With balances
- 181
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $900 |
| Geneos Wealth Management Inc | Other services, Other commissions | $0 |