Ccs Employee Retirement Plan
Sponsored by Southwest Chicago Christian School Association · EIN 363590627 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 143
- With balances
- 164
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Santefort Investment Group, Llc CRD 292727 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Santefort Investment Group, Llc | Investment advisory (plan) | $9,788 |
| Retirement Plan Concepts & Services | Contract administrator | $6,584 |
| Empower Advisory Group | Investment management | $849 |
| Empower Advisory Group | Investment management | $849 |
| Envestnet Retirement Solutions, Llc | Other fees | $688 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $570 |
| Empower Annuity Insurance Compnay O | Recordkeeping fees | $570 |