Middle Tennessee Christian School Retirement Plan
Sponsored by Middle Tennessee Christian School · EIN 620672053 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 134
- With balances
- 141
Plan year beginning 08/01/2024 · 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 |
|---|---|---|
| Silver Oak Securities Incorporated CRD 46947 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Silver Oak Securities, Inc. | Investment advisory (participants), Direct payment from the plan | $22,358 |
| Fiduciary Consulting Group, Inc. | Claims processing, Plan administrator, Named fiduciary | $21,126 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $15,670 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $3,836 |