AUMdb

Canopy Children's Solutions Retirement Plan

Sponsored by Mississippi Children's Home Services, Inc. Dba Canopy Childr · EIN 113667990 · Plan #001

Total assets
$14.1M
Net assets
$14.1M
Active participants
592
With balances
1,055

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

Linked investment advisers

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

Firm Match Plan year
Magnolia Capital Advisors Llc CRD 298398 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Magnolia Capital Advisors, Llc Investment management $0