Foundation For Atlanta Veterans Education And Research, Inc. 403(b) Salary Reduction & Pension Plan
Sponsored by Foundation For Atlanta Veterans Education And Research, Inc. · EIN 581857346 · Plan #403
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 47
- With balances
- 136
Plan year beginning 04/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (participants), Other fees | $105 |
| Cbiz Benefits & Insurance Services | Other services | $0 |