Concepts Salary Deferral 403(b) Plan
Sponsored by Concepts Of Independence, Inc. · EIN 510239824 · Plan #005
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 571
- With balances
- 470
Plan year beginning 07/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping fees | $56,832 |