Cassia 403(b) Retirement Plan
Sponsored by Cassia · EIN 831758728 · Plan #001
- Total assets
- $128M
- Net assets
- $128M
- Active participants
- 4,852
- With balances
- 2,468
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $82,301 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $58,538 |
| Clifton Larson Allen Llp | Accounting, Direct payment from the plan | $4,998 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $0 |