AUMdb

Children's Clinics For Rehabilitative Services 401(k) Plan

Sponsored by Childrens Clinics For Rehabilitative Services · EIN 860667510 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
123
With balances
140

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
Cbiz Investment Advisory Services, Llc CRD 286002 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Ins. & Annuity Co Direct payment from the plan, Recordkeeping fees $48,935
Cbiz Investment Advisory Services L Investment advisory (participants), Investment advisory (plan), Investment management $0
Global Retirement Partners Llc Other fees $0
Cbiz Benefits & Insurance Services Other services, Direct payment from the plan $0