AUMdb

California Institute Of Integr 401(k) Profit Sharing Plan & Trust

Sponsored by California Institute Of Integr · EIN 942254303 · Plan #001

Total assets
$16.7M
Net assets
$16.7M
Active participants
303
With balances
487

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
Miracle Mile Advisors Llc Investment advisory (participants) $36,727
Paychex, Inc. Recordkeeping $20,704
Erisa Fiduciary Services, Inc. Contract administrator $8,370