AUMdb

Miami Valley Community Action Partnership 401(k) Retirement Plan

Sponsored by Miami Valley Community Action Partnership · EIN 310709198 · Plan #004

Total assets
$2.0M
Net assets
$2.0M
Active participants
93
With balances
102

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
Retirement Strategies, Ltd. CRD 163701 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Retirement Strategies, Ltd Investment advisory (participants) $6,632