Sunshine Cottage School For Deaf Children 403(b) Plan
Sponsored by Sunshine Cottage School For Deaf Children · EIN 741143132 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 104
- With balances
- 168
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $39,984 |
| Alliance Benefit Group Of Houst | Contract administrator | $5,127 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $4,868 |
| Tiaa | Recordkeeping fees | $200 |
| Empower Advisory Group, Llc | Investment management | $98 |