Council Of Chief State School Officers 401(k) And Profit Sharing Plan
Sponsored by Council Of Chief State School Officers · EIN 530198090 · Plan #002
- Total assets
- $24.0M
- Net assets
- $24.0M
- Active participants
- 63
- With balances
- 134
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $44,680 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 07/01/2024 | $24.0M | 63 | ack 20260414080411NAL0023481394001 |
| 07/01/2020 | $21.2M | 67 | ack 20250321110241NAL0016156482003 |