Community Action Partnership Of Ramsey And Washington Counties Tax Sheltered Investment Program 403(b) Plan
Sponsored by Community Action Partnership Of Ramsey And Washington Counties · EIN 410883443 · Plan #003
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 353
- With balances
- 565
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | 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 | $69,073 |
| Ascensus | Contract administrator, Direct payment from the plan, Other services | $6,504 |
| Mma Securities | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |