Community Access, Inc. 403(b) Retirement Plan
Sponsored by Community Access, Inc. · EIN 237399839 · Plan #002
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 295
- With balances
- 740
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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) | $23,907 |
| The Vanguard Group, Inc. | Recordkeeping, Other fees, Distribution (12b-1) fees | $13,045 |
| Alliant Insurance Services, Inc | Participant loan processing, Distribution (12b-1) fees, Other fees | $12,515 |