Community Concepts, Inc. Tax Deferred Annuity Plan
Sponsored by Community Concepts, Inc. · EIN 010424969 · Plan #001 · South Paris, ME
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 349
- With balances
- 346
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Participant loan processing, Direct payment from the plan | $98,706 |
| Voya | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $0 |
| Healey And Associates, Inc | Investment advisory (plan), Other services, Other fees | $0 |