Community Education Alliance Of West Philadelphia 403(b) Plan
Sponsored by Community Education Alliance Of West Philadelphia · EIN 300092680 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 96
- With balances
- 123
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment management, Investment management fees (direct) | $15,866 |
| Equitable Financial Life Insurance | Investment management, Trustee (directed), Sub-transfer agency fees | $0 |