Trinity Christian Academy 403(b) Plan
Sponsored by Trinity Christian Academy · EIN 751324332 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 328
- With balances
- 187
Plan year beginning 08/01/2024 · 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 |
|---|---|---|
| Amerant Investments, Inc. CRD 117284 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $29,229 |
| Ameritas Investment Company, Llc | Investment advisory (plan), Consulting fees | $19,044 |