403(b) Thrift Plan For Concordia Lutheran Ministries Cabot, Pennsylvania
Sponsored by Concordia Lutheran Ministries · EIN 250969458 · Plan #001
- Total assets
- $134M
- Net assets
- $134M
- Active participants
- 3,321
- With balances
- 3,468
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 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 | $483,971 |
| Mma Securities Llc | Investment advisory (plan), Other fees | $0 |
| Concordia Lutheran Health And Human | Investment advisory (plan), Other fees | $0 |
| Baker Tilly Us, Llp | Accounting, Other fees | $0 |