Charles E. Smith Life Communities 403(b) Plan
Sponsored by Charles E. Smith Life Communities · EIN 530196508 · Plan #002
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 809
- With balances
- 700
Plan year beginning 01/01/2024 · Automatic enrollment, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Valic Retirement Services Company | Custodial (securities), Investment advisory (participants), Investment management | $102,279 |