AUMdb

Elim Christian Services Defined Contribution Plan

Sponsored by Elim Christian Services · EIN 362276614 · Plan #001

Total assets
$22.7M
Net assets
$22.7M
Active participants
371
With balances
437

Plan year beginning 01/01/2024 · 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
Portfolio Design Services, Llc CRD 131506 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Portfolio Design Services Investment advisory (participants), Investment advisory (plan) $144,942
Axos Recordkeeping, Participant loan processing, Direct payment from the plan $6,767