Hope Christian Schools, Inc. 403(b) Plan
Sponsored by Hope Christian Schools, Inc. · EIN 850244670 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 172
- With balances
- 128
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (securities) | $20,385 |
| Proaccount | Recordkeeping, Custodial (securities), Investment advisory (plan) | $13,315 |
| Iron Fiduciary | Investment advisory (participants) | $2,730 |
| Nationwide Life Insurance Co. | Contract administrator, Recordkeeping, Custodial (securities) | $546 |
| Pattison Pension Specialists, Inc. | Accounting, Consulting (pension) | $222 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan) | $0 |