Christian Living Communities 403(b) Plan
Sponsored by Christian Living Communities · EIN 455475166 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 607
- With balances
- 346
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $30,148 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $19,228 |
| Global Retirement Partners Llc | Investment advisory (plan) | $8,159 |
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping | $3,315 |