Community First Solutions 401(k) Plan
Sponsored by Community First Solutions · EIN 311150845 · Plan #001
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 606
- With balances
- 792
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $60,630 |
| Everhart Financial Group Inc Everha | Investment advisory (plan) | $33,982 |
| Empower Advisory Group, Llc | Investment management | $5,219 |