Community Youth Services 403(b) Retirement Plan
Sponsored by Community Youth Services · EIN 910859922 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 157
- With balances
- 352
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kiley Juergens Wealth Management, Llc CRD 151088 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kiley Juergens Wealth Management, L | Investment advisory (plan) | $23,373 |
| Definiti, Llc | Contract administrator | $3,000 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $600 |