AUMdb

Common Cause Education Fund 401(k) Retirement Plan

Sponsored by Common Cause Education Fund · EIN 311705370 · Plan #001

Total assets
$13.5M
Net assets
$13.4M
Active participants
129
With balances
155

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Kestra Advisory Services Recordkeeping, Trustee (institutional), Other services $23,913
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $18,752