Childserve Employee Retirement Plan
Sponsored by Childserve Inc · EIN 421271420 · Plan #002
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 1,558
- With balances
- 920
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $183,291 |
| Uhy Llp | Accounting, Direct payment from the plan | $5,000 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |
| Wellth Advisory Services, Llc | Investment advisory (plan), Other fees | $0 |