The Coordinating Center 403(b) Retirement Plan
Sponsored by The Coordinating Center For Home & Community Care, Inc. · EIN 521318341 · Plan #001
- Total assets
- $21.4M
- Net assets
- $21.4M
- Active participants
- 289
- With balances
- 351
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Clark & Anderson Pa | Accounting, Direct payment from the plan | $43,221 |
| Ascensus Llc | Other commissions, Other fees, Participant loan processing | $41,894 |
| Rbc Wealth Management | Investment advisory (plan), Direct payment from the plan | $29,996 |