AUMdb

Center For School Crisis Intervention And Assessment, Inc. 401(k) Retirement Plan

Sponsored by Center For School Crisis Intervention And Assessment, Inc. · EIN 043244814 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
441
With balances
204

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $19,928
Empower Annuity Insurance Co Of Ame Recordkeeping fees $19,874
Empower Advisory Group, Llc Investment management $11,491