Chinatown Cdc 403(b) Plan
Sponsored by Chinatown Community Development Center · EIN 942514053 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 257
- With balances
- 248
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping fees | $48,706 |
| Global Retirement Partners Llc | Consulting fees | $20,584 |
| Wellth Advisry Services, Llc | Investment advisory (participants) | $11,370 |
| Nesa Plan Consultants | Investment advisory (participants), Investment advisory (plan) | $3,550 |
| Proaccount | Investment advisory (participants) | $2,888 |
| Nationwide | Investment advisory (participants) | $2,060 |