The Corporate Source, Inc. 403(b) Plan
Sponsored by The Corporate Source, Inc. · EIN 133882284 · Plan #004
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 208
- With balances
- 140
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).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity | Recordkeeping fees | $24,212 |
| Capfinancial Partners Llc | Investment advisory (plan) | $13,344 |
| Empower Advisory Group | Investment management | $1,813 |
| Jm Pension Advisory, Inc. | Contract administrator | $500 |