Collegiate Academies 403(b) Plan
Sponsored by Collegiate Academies · EIN 800601507 · Plan #001
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 573
- With balances
- 844
Plan year beginning 01/01/2024 · 401(m) arrangement, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Freegulliver, Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $93,431 |
| The Haslauer Group, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $20,066 |
| Proaccount | Investment advisory (participants) | $16,368 |
| Nationwide | Recordkeeping, Other insurance wrap fees, Participant loan processing | $5,850 |
| Reliastar Life Insurance Company | Recordkeeping fees | $0 |