403(b) Thrift Plan Of Community Seniorserv, Inc
Sponsored by Community Seniorserv, Inc. · EIN 952771715 · Plan #002
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 93
- With balances
- 105
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Mutual Of America Life Insurance Company CRD 15356 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $10,069 |
| Mutual Of America Life Insurance Co | Investment management | $0 |