AUMdb

Community Coffee Company L.L.C. Retirement Savings Plan

Sponsored by Community Coffee Company L.L.C. · EIN 720478429 · Plan #002

Total assets
$103M
Net assets
$103M
Active participants
1,000
With balances
1,211

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning, Llc Investment advisory (plan) $50,000
Laporte, Apac Accounting $11,328
Lincoln National Corporation Contract administrator $9,775