AUMdb

C.F.G. 401 K Plan

Sponsored by Center For Family Guidance, P.C. · EIN 223500420 · Plan #001

Total assets
$27.2M
Net assets
$26.4M
Active participants
318
With balances
718

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
Alerus Financial, N.A. Recordkeeping, Trustee (directed), Recordkeeping fees $102,657