AUMdb

Community Legal Aid Socal 401(k) Profit Sharing Plan

Sponsored by Community Legal Aid Socal · EIN 951994337 · Plan #001

Total assets
$17.1M
Net assets
$17.1M
Active participants
147
With balances
252

Plan year beginning 02/01/2024 · 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 Sec. Corp Llc Recordkeeping, Participant loan processing, Other services $4,894
Wilshire Associates Inc. Named fiduciary $280