AUMdb

Classy Closets Etc., Inc. 401(k) Profit Sharing Plan

Sponsored by Classy Closets Etc., Inc. · EIN 860617113 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
137
With balances
131

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Accounting, Claims processing, Recordkeeping $23,135
Cambridge Investment Research, Inc. Investment advisory (plan), Consulting fees $10,257