Center For Responsive Schools, Inc. 403(b) Plan
Sponsored by Center For Responsive Schools, Inc. · EIN 042733471 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 72
- With balances
- 132
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 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 | $19,914 |
| Edward D Jones & Co Lp | Investment advisory (plan) | $8,989 |
| The Angell Pension Group Inc | Contract administrator | $1,101 |
| Empower Advisory Group, Llc | Investment management | $363 |