Sertoma Star Services 403(b) Plan
Sponsored by Sertoma Star Services · EIN 237294685 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 210
- With balances
- 593
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Centric Wealth Management, Llc CRD 133877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $17,713 |
| Centric Wealth Management Llc | Investment advisory (participants) | $9,843 |
| Centric Wealth Management | Other fees | $0 |
| Hunter Benefits Consulting Group | Other services | $0 |