Celebrate The Children, Inc. Safe Harbor 401(k) Plan
Sponsored by Celebrate The Children, Inc. · EIN 550804200 · Plan #002
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 311
- With balances
- 362
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 |
|---|---|---|
| Cornerstone Planning, Llc CRD 166886 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees | $58,597 |
| Corner Stone Planning | Investment advisory (plan) | $25,231 |
| Red Bank Pension Services, Inc. | Recordkeeping fees | $7,956 |