Community Solutions 403(b) Plan
Sponsored by Community Solutions · EIN 237351215 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 399
- With balances
- 232
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Advanced Retirement Solutions, Llc CRD 288022 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advanced Retirement Solutions | Investment advisory (plan) | $15,837 |
| Nexus Administrators Inc | Contract administrator | $9,125 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,283 |