Close Up Foundation 403(b) Retirement Plan
Sponsored by Close Up Foundation · EIN 237122882 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 212
- With balances
- 124
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance And Annui | Recordkeeping fees | $29,539 |
| Cbiz Benefits & Ins Services Inc | Contract administrator | $1,800 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $0 |