Community Interactions, Inc. 401(k) Profit Sharing Plan
Sponsored by Community Interactions, Inc. · EIN 231937692 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 426
- With balances
- 462
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investnretire, Llc | Recordkeeping, Custodial (other), Custodial (securities) | $33,136 |
| Cbiz Investmnet Advisory Services | Investment advisory (participants) | $30,498 |