Little City Foundation 401(k) Plan
Sponsored by Little City Foundation · EIN 362434562 · Plan #002
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 466
- With balances
- 423
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $23,276 |
| Cerity Partners Retirement Plan Adv | Investment advisory (plan), Consulting fees | $7,360 |