The Catherine Cook School 403(b) Plan
Sponsored by The Catherine Cook School · EIN 362836473 · Plan #002
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 110
- With balances
- 192
Plan year beginning 09/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $5,577 |