Community Care Services 403(b) Plan
Sponsored by Community Care Services · EIN 382601865 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 83
- With balances
- 92
Plan year beginning 01/01/2021
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $6,080 |
| Invesco Advisers, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,490 |
| Ameriprise Financial Services | Other services, Other commissions, Other fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2021 | $3.4M | 83 | ack 20250117111304NAL0025060561001 |
| 01/01/2020 | $3.0M | 101 | ack 20250117111247NAL0041188864001 |