Shell Point Thrift Plan
Sponsored by The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R · EIN 591166437 · Plan #003
- Total assets
- $47.4M
- Net assets
- $47.4M
- Active participants
- 1,075
- With balances
- 1,205
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $84,583 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $47,827 |
| Larson Allen Llp | Accounting | $13,391 |
| Empower Advisory Group, Llc | Investment management | $13,230 |