Community Action Retirement Plan
Sponsored by Community Action Pioneer Valley, Inc. · EIN 042384972 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 284
- With balances
- 312
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $31,368 |