Ccsi 403(b) Retirement Plan
Sponsored by Coordinated Care Services, Inc · EIN 222573042 · Plan #001
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 459
- With balances
- 699
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 |
|---|---|---|
| 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 Insurance Co | Recordkeeping fees | $15,387 |
| Empower Advisory Group, Llc | Investment management | $1,171 |
| Rbc Capital Markets Llc | Other commissions | $0 |