Community Living Connections Inc 401 K
Sponsored by Community Living Connections, Inc. · EIN 201175640 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 155
- With balances
- 104
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 |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Enhancement Advisory | Investment advisory (plan), Direct payment from the plan | $15,474 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $1,970 |