Brightpoint 403(b) Plan
Sponsored by Community Action Of Northeast Indiana, Inc. Dba Brightpoint · EIN 351111819 · Plan #002
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 330
- With balances
- 150
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| 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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $5,153 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Other fees | $0 |