Council For Advancement And Support Of Education Tax Deferred Annuity Plan
Sponsored by Council For Advancement & Support Of Education Case · EIN 521012307 · Plan #001
- Total assets
- $24.0M
- Net assets
- $24.0M
- Active participants
- 96
- With balances
- 234
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Automatic enrollment, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Advisor | Investment advisory (plan), Direct payment from the plan | $22,237 |
| The Vanguard Group, Inc. | Participant loan processing, Other fees, Recordkeeping | $3,830 |