AUMdb

C.A.T. Retirement And Savings Plan

Sponsored by Community Action Team, Inc. · EIN 930554156 · Plan #002

Total assets
$5.2M
Net assets
$5.2M
Active participants
140
With balances
163

Plan year beginning 01/01/2024 · 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
Stancorp Financial Claims processing, Recordkeeping, Custodial (other) $32,806
Prime Retirement Solutions Llc Other services, Other fees $0