AUMdb

Christian Retirement Services Inc Tax Deferred Savings & Retirement Plan

Sponsored by Christian Retirement Services Inc · EIN 420919489 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
351
With balances
221

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co Of Ame Recordkeeping fees $30,616
Empower Advisory Group, L.L.C Investment management $9,084
Leafhouse Financial Advisors, Llc Other fees $2,225
Lpl Financial Llc Other commissions $0