AUMdb

Not For Profit Retirement Savings Plan

Sponsored by Community Living Options, Inc. · EIN 371079626 · Plan #001

Total assets
$30.2M
Net assets
$30.2M
Active participants
2,802
With balances
1,093

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
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $13,496