AUMdb

Christian Schools International 403(b) Retirement Savings Plan

Sponsored by Christian Schools International · EIN 381565440 · Plan #002

Total assets
$39.5M
Net assets
$39.5M
Active participants
1,645
With balances
1,776

Plan year beginning 07/01/2024 · 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).

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
Tiaa Teachers Insurance And Annuity Recordkeeping, Participant communication, Recordkeeping fees $176,735
Tag Resources, Llc Recordkeeping, Consulting (general), Direct payment from the plan $140,454
Cbiz Investment Advisory Services Investment management, Direct payment from the plan $41,933