Community Interface Services Retirement Plan
Sponsored by Community Interface Services · EIN 953818176 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 130
- With balances
- 156
Plan year beginning 07/01/2024 · Profit-sharing
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 · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (plan) | $17,082 |
| The Vanguard Group, Inc. | Distribution (12b-1) fees, Recordkeeping fees, Other fees | $12,506 |
| Considine And Considine | Accounting | $10,300 |