Certified Financial Planner Board Of Standards 401(k) Plan
Sponsored by Certified Financial Planner Board Of Standards Center For Financial Pl · EIN 742385850 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 133
- With balances
- 188
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $150 |