AUMdb

Centre For Neuro Skills 401(k) Retirement Plan

Sponsored by Centre For Neuro Skills · EIN 953523988 · Plan #002

Total assets
$55.4M
Net assets
$55.4M
Active participants
986
With balances
1,407

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
Charles Schwab Investment Management, Inc CRD 106753 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Tri Ad Actuaries, Inc. Contract administrator, Recordkeeping, Participant loan processing $228,743
Charles Schwab Investment Investment advisory (plan) $19,357
John Hancock Retirement Plan Svcs Recordkeeping, Participant loan processing, Float revenue $10,092