Chp 403(b) Employee Retirement Plan
Sponsored by Community Housing Partners Corporation · EIN 541023025 · Plan #002
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 423
- With balances
- 668
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 Annuity Ins Co Of America | Recordkeeping fees | $85,643 |
| The Lampo Group Llc Dba Smartdollar | Other fees | $26,350 |
| Pbmares, Llp | Contract administrator | $17,416 |
| Empower Advisory Group, Llc | Investment management | $13,231 |
| Envestment Retirement Solutions Llc | Other fees | $8,711 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |