The Caring Community Of Ct, Inc. 403(b) Plan
Sponsored by The Caring Community Of Ct, Inc. · EIN 222583035 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 232
- With balances
- 124
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The David J. Yvars Group Inc. CRD 328901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The David J. Yvars Group | Investment advisory (plan), Direct payment from the plan | $17,315 |
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $5,230 |