Ncba Clusa 401(k) Retirement Plan
Sponsored by The Cooperative League Of The U.S.A. · EIN 362007481 · Plan #002
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 62
- With balances
- 137
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan), Investment management fees (direct) | $42,437 |
| Cpi Qualified Plan Consultants | Recordkeeping, Consulting (pension), Participant loan processing | $20,801 |