Cypress Lawn Cemetery Association 401(k) Savings Account
Sponsored by Cypress Lawn Cemetery Assoc · EIN 940416370 · Plan #002
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 254
- With balances
- 392
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (plan), Direct payment from the plan | $69,708 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $62,485 |