City Ventures Communities, Llc 401(k) Plan
Sponsored by City Ventures Communities, Llc · EIN 900609362 · Plan #001
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 125
- With balances
- 174
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $31,148 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $22,622 |
| Central Administrative Services Inc | Contract administrator, Other services, Direct payment from the plan | $3,400 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |