Community Living, Inc. 401(k) Retirement Plan
Sponsored by Community Living, Inc. · EIN 431129770 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 254
- With balances
- 336
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $34,071 |
| Cetera Investment Advisors Llc | Investment advisory (plan) | $12,561 |