AUMdb

Safe Harbor 401(k) Profit Sharing Plan Of Community Initiatives

Sponsored by Community Initiatives · EIN 943255070 · Plan #001

Total assets
$19.2M
Net assets
$19.2M
Active participants
522
With balances
569

Plan year beginning 01/01/2024 · 401(k)

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $8,374