Childfund International, Usa 403(b) Tax Deferred Annuity Plan
Sponsored by Childfund International, Usa · EIN 540536100 · Plan #002
- Total assets
- $35.5M
- Net assets
- $35.5M
- Active participants
- 165
- With balances
- 275
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $101,393 |
| Roland Criss Fiduciary Services | Consulting (general), Direct payment from the plan, Other fees | $21,375 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan, Other fees | $18,558 |