Center For Human Services 401 K Plan
Sponsored by Center For Human Services · EIN 941725620 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 304
- With balances
- 398
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 |
|---|---|---|
| Sierra Ocean, Llc CRD 313829 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sierra Ocean, Llc | Investment advisory (plan), Consulting fees | $26,247 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $23,414 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees, Sub-transfer agency fees | $0 |