Community Aid 401(k) Plan
Sponsored by Community Aid, Inc. · EIN 264376213 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 406
- With balances
- 406
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $41,518 |
| Wells Fargo Clearing Services Llc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $16,540 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |