Carolina Community Actions 403(b) Plan
Sponsored by Carolina Community Actions, Inc. · EIN 570475466 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 140
- With balances
- 138
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mutual Of America Sec Corp Llc | Recordkeeping, Participant loan processing, Other services | $22,896 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $0 |
| Edward Jones | Investment advisory (plan), Other fees | $0 |
| Wilshire Associates Inc | Named fiduciary | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |