Acts 403(b) Plan
Sponsored by Agency For Community Treatment Services Inc. · EIN 591860626 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 254
- With balances
- 268
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $48,872 |
| Lpl Financial Corporation Rpcp | Investment advisory (plan), Consulting fees | $15,967 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $14,385 |