Spartanburg Methodist College 403(b) Plan
Sponsored by Spartan Methodist College · EIN 570314415 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 274
- With balances
- 326
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Capital Asset Advisory Services, Llc. CRD 110929 | fuzzy_auto · 94% | 2024 |
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Assets Advisory Services | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $9,427 |
| Usi Consulting Group | Claims processing, Recordkeeping, Consulting (pension) | $8,342 |
| Tiaa Cref | Recordkeeping, Consulting (pension), Investment advisory (plan) | $3,001 |
| Flexpath Strategies, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $1,851 |