AUMdb

Norfolk Christian Schools 403(b) Retirement Plan

Sponsored by Norfolk Christian Schools · EIN 540573503 · Plan #002

Total assets
$3.4M
Net assets
$3.4M
Active participants
215
With balances
108

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $35,021
Cambridge Investment Research Advis Investment advisory (plan), Other fees $0