AUMdb

Columbus Association For The Performing Arts 403(b) Plan

Sponsored by Columbus Association For The Performing Arts · EIN 310749884 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
787
With balances
155

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
Everhart Financial Group Inc CRD 107091 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Co. Recordkeeping fees $36,771
Everhart Financial Group Inc Investment advisory (plan) $16,110
Trinity Pension Consultants Contract administrator $0