The Center Retirement Plan
Sponsored by The Center For Individual & Family Services · EIN 341190641 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 452
- With balances
- 149
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Consolidated Financial Management Group, Llc CRD 119695 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services, Llc | Recordkeeping | $31,348 |
| Consolidated Financial | Investment advisory (participants) | $19,765 |
| Lincoln National Corporation | Contract administrator | $225 |