AUMdb

Community Legal Services Retirement Plan

Sponsored by Community Legal Services Inc · EIN 231671562 · Plan #001 · Philadelphia, PA

Total assets
$31.9M
Net assets
$31.9M
Active participants
230
With balances
287

Plan year beginning 01/01/2024 · Total participant-directed account

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
Global Retirement Partners, Llc $21,418
Tiaa $2,342