AUMdb

Csa Retirement Plan

Sponsored by Community Services Agency · EIN 880095799 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
204
With balances
385

Plan year beginning 04/01/2024 · 401(k)

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $5,364