AUMdb

Community Services For Every1, Inc. 401(k) Profit Sharing Plan

Sponsored by Community Services For Every1, Inc. · EIN 161317369 · Plan #001

Total assets
$24.1M
Net assets
$24.1M
Active participants
664
With balances
771

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $143,218
Equitable Network Llc Other services, Other commissions $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0