Csac 403(b) Retirement Plan
Sponsored by Counseling Service Of Addison County, Inc. · EIN 030212396 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 279
- With balances
- 327
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $48,139 |
| Morgan Stanley | Investment advisory (plan) | $7,832 |
| Empower Advisory Group, Llc | Investment management | $1,129 |
| Morgan Stanley Insurance Services | Other commissions | $0 |