Serving Children And Adults In Need, Inc. 401(k) Plan
Sponsored by Serving Children And Adults In Need, Inc. · EIN 742245935 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 166
- With balances
- 186
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cresta Advisors, Ltd. CRD 169641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services, Llc | Recordkeeping | $37,760 |
| Cresta Advisors | Investment advisory (participants) | $26,257 |