AUMdb

The Chrysalis Center 401(k) Plan

Sponsored by The Chrysalis Center, Inc. · EIN 201966531 · Plan #001

Total assets
$12.8M
Net assets
$12.8M
Active participants
672
With balances
287

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $49,694
Raymond James & Associates, Inc. Other services, Other fees, Investment advisory (plan) $28,539

Filing history

Plan year Assets Participants Source
01/01/2024 $12.8M 672 ack 20251015130213NAL0004920241001
01/01/2021 $9.3M 518 ack 20250917092926NAL0000318145001