Ywca Metropolitan Chicago 401(k) Plan
Sponsored by Ywca Metropolitan Chicago · EIN 362179765 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 244
- With balances
- 228
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 |
|---|---|---|
| Centric Wealth Management, Llc CRD 133877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North American Ktrade Alliance, Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $23,247 |
| Centric Wealth Management, Llc | Investment advisory (plan) | $14,878 |
| Retirement Solutions Advisors, Llc | Contract administrator | $12,015 |
| Mid Atlantic Trust Company | Custodial (other), Trustee (institutional) | $0 |