The Community Builders, Inc. 403(b) Plan
Sponsored by The Community Builders, Inc. · EIN 042324773 · Plan #001
- Total assets
- $46.3M
- Net assets
- $46.3M
- Active participants
- 534
- With balances
- 730
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | 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 |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $32,986 |
| Morgan Stanley | Investment advisory (plan), Investment management | $32,355 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $18,240 |
| Empower Advisory Group, Llc | Investment management | $775 |