AUMdb

Community Action Agency Of Columbiana County Inc. Retirement Plan

Sponsored by Community Action Agency Of Columbiana County Inc. · EIN 346565185 · Plan #002

Total assets
$7.0M
Net assets
$7.0M
Active participants
336
With balances
222

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Nfp Retirement Inc. Investment advisory (participants), Investment advisory (plan), Investment management $12,870
American United Life Insurance Co Recordkeeping, Participant communication, Direct payment from the plan $1,077
Marcum Wealth Consulting (general), Consulting fees $0