The Arc Of The Central Chesapeake Region, Inc. 403(b) Plan
Sponsored by The Arc Of The Central Chesapeake Region, Inc. · EIN 526047882 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 623
- With balances
- 681
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Mml Investors Services, Llc CRD 10409 | 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 | $29,230 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Mml Investors Services Llc | Investment advisory (plan), Other fees | $0 |