Child & Family Services, Inc. 401(k) Plan
Sponsored by Child & Family Services, Inc. · EIN 042104754 · Plan #002
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 457
- With balances
- 691
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $61,792 |
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $29,677 |
| Empower Advisory Group, Llc | Investment management | $29,321 |
| Global Retirement Partners Llc | Investment advisory (plan) | $1,883 |