Service Coordination, Inc. Tax Deferred Savings Plan
Sponsored by Service Coordination, Inc. · EIN 521651219 · Plan #001
- Total assets
- $46.7M
- Net assets
- $46.7M
- Active participants
- 1,084
- With balances
- 1,101
Plan year beginning 07/01/2024 · Total participant-directed account, Default investment account (QDIA), ERISA 404(c) participant-directed
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 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services L | Other fees, Investment advisory (participants) | $3,546 |
| Cbiz Benefits And Insurance Service | Other services | $0 |