Cvrf Retirement Plan
Sponsored by Coastal Villages Region Fund · EIN 920156736 · Plan #001
- Total assets
- $25.0M
- Net assets
- $25.0M
- Active participants
- 339
- With balances
- 299
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameriprise Financial Services, Inc. | Investment advisory (plan), Consulting fees | $52,317 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $48,635 |