Center For Employment Opportunities Tax Sheltered Annuity Plan
Sponsored by Center For Employment Opportunities · EIN 133843322 · Plan #002
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 725
- With balances
- 386
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $12,410 |
| Rockefeller Capital Management | Other services, Other commissions, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |