Community Services For Autistic Adults And Children 403(b) Plan
Sponsored by Community Services For Autistic Adults And Children · EIN 521263443 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 839
- With balances
- 389
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Other fees | $22,185 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $18,830 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $50 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |