AUMdb

Central California Child Dev. Serv. Inc. Retirement Savings Plan

Sponsored by Central California Child Dev. Services, Inc. · EIN 680025437 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
262
With balances
248

Plan year beginning 01/01/2024 · 401(k)

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
Merrill Lynch Life Agency Inc. Investment advisory (plan) $31,468
Transamerica Life Insurance Co. Recordkeeping, Participant loan processing, Investment management fees (indirect) $26,361
Osborne & Associates, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $2,670