AUMdb

Cbcc 401(k) Profit Sharing Plan

Sponsored by Comprehensive Blood & Cancer Center · EIN 770356364 · Plan #003

Total assets
$25.4M
Net assets
$25.4M
Active participants
229
With balances
278

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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $725
Wells Fargo Clearing Services Llc Other commissions $0