AUMdb

The Center For Youth And Family Solutions 401(k) Plan

Sponsored by The Center For Youth And Family Solutions · EIN 453251182 · Plan #001

Total assets
$14.1M
Net assets
$14.1M
Active participants
503
With balances
317

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
Midwestern Securities Trading Company, Llc CRD 101080 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Midwestern Securities Trading Co Investment advisory (plan) $49,660
Empower Annuity Insurance Co Of Am Recordkeeping fees $9,825
Pentegra Retirement Services Contract administrator $4,779