Chapin Hall 403(b) Plan
Sponsored by Chapin Hall Center For Children · EIN 362167012 · Plan #001
- Total assets
- $26.5M
- Net assets
- $26.5M
- Active participants
- 144
- With balances
- 206
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $36,194 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llc | Shareholder servicing fees, Sub-transfer agency fees, Finders' fees/placement fees | $0 |