Community, Work, And Independence, Inc. Retirement Plan
Sponsored by Community, Work And Independence, Inc. · EIN 141470091 · Plan #002
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 188
- With balances
- 269
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Glens Falls National Bank And Trust | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $17,925 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |