The Childrens Center For Developmental Enrichment (Ccde)/Oakstone Academy 401 K Plan
Sponsored by Ccde/Oakstone Academy · EIN 311666674 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 102
- With balances
- 119
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everhart Advisors | Investment advisory (plan) | $18,302 |
| Capital Group Retirement Plan Svcs | Recordkeeping fees | $12,120 |
| Rea & Associates | Contract administrator | $1,800 |