Center For Energy And Environment 403(b) Plan
Sponsored by Center For Energy And Environment · EIN 411647799 · Plan #004
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 248
- With balances
- 300
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities | Investment advisory (plan), Consulting fees | $8,039 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $7,188 |