Midwestern Connecticut Council On Alcoholism Profit Sharing 401(k) Plan
Sponsored by Midwestern Connecticut Council On Alcoholism · EIN 060890278 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 124
- With balances
- 198
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,226 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $5,705 |
| Stratigic Advisors, Inc. | Investment advisory (plan) | $0 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $0 |