Concern Professional Services 401(k) Plan
Sponsored by Concern Professional Services For Children, Youth And Families · EIN 232052170 · Plan #003
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 369
- With balances
- 461
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 |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Advisors Asset Manageme | Investment advisory (participants) | $27,048 |
| John Hancock Life Ins Co | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $3,104 |