The Centers For Habilitation 403(b) Plan
Sponsored by The Centers For Habilitation · EIN 860217033 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 376
- With balances
- 342
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 |
|---|---|---|
| Able Financial Group, Llc CRD 323646 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Able Financial Group | Investment advisory (plan) | $31,936 |
| Nationwide | Recordkeeping fees, Investment management fees (indirect), Shareholder servicing fees | $27,018 |
| Mgks | Participant loan processing, Distribution (12b-1) fees | $13,500 |