AUMdb

Community Residences Retirement Plan

Sponsored by Community Residences, Inc. · EIN 541004092 · Plan #003

Total assets
$16.7M
Net assets
$16.7M
Active participants
447
With balances
299

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

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
Mutual Of America Sec. Corp Llc Recordkeeping, Participant loan processing, Other services $16,384
Wilshire Associates Inc. Investment advisory (plan), Other investment fees and expenses $1,743