Community Options Safe Harbor 401(k) Profit Sharing Plan
Sponsored by Community Options For Residential And Employment Services, Inc. · EIN 911832569 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 165
- With balances
- 127
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 |
|---|---|---|
| Avantax | Recordkeeping, Consulting (general), Investment advisory (participants) | $38,728 |