City Parks Foundation 403(b) Retirement Plan
Sponsored by City Parks Foundation · EIN 133561657 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 95
- With balances
- 120
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pivotal Financial Services, Inc. CRD 143846 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus | Recordkeeping, Other fees, Direct payment from the plan | $11,431 |
| Pivotal Financial Services | Investment advisory (plan), Direct payment from the plan | $10,692 |
| The Angell Pension Group, Inc. | Contract administrator | $4,966 |