Cypress/Dod 401(k) Plan
Sponsored by Cypress Healthcare Partners, Llc · EIN 770437373 · Plan #001
- Total assets
- $23.7M
- Net assets
- $23.5M
- Active participants
- 1,087
- With balances
- 766
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $74,173 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping fees, Participant loan processing | $59,502 |
| Pentegra Retirement Services | Plan administrator | $54,862 |
| Ascensus Llc | Recordkeeping | $2 |