Community Options, Inc. 403(b) Custodial Account Plan
Sponsored by Community Options, Inc. · EIN 222964056 · Plan #001
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 6,381
- With balances
- 1,479
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $182,914 |
| Newport Capital Group | Consulting (general) | $97,772 |