Cds Life Transitions 403(b) Plan
Sponsored by Cds Life Transitions · EIN 475672694 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 820
- With balances
- 406
Plan year beginning 01/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Burke Group | Plan administrator, Participant loan processing, Direct payment from the plan | $79,016 |