Counseling Connection, Inc. 401(k) Savings Plan
Sponsored by Counseling Connection, Inc. · EIN 363300648 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 261
- With balances
- 173
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 |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (securities) | $30,058 |
| Creative Planning | Investment advisory (plan), Investment management | $22,965 |
| Iron Administration, Llc | Consulting (pension) | $5,348 |