Chattanooga Christian School 403(b) Plan
Sponsored by Chattanooga Christian School, Inc. · EIN 620840156 · Plan #002
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 233
- With balances
- 264
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Acumen Wealth Advisors, Llc CRD 282565 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Acumen Wealth Advisors | Investment advisory (plan), Consulting fees | $35,033 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $26,595 |