Center For Energy And Environment 401(a) Plan
Sponsored by Center For Energy And Environment · EIN 411647799 · Plan #003
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 236
- With balances
- 199
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan), Consulting fees | $4,464 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $2,380 |