AUMdb

Green Chimneys Children's Service Tax Sheltered Annuity Plan

Sponsored by Green Chimneys Children's Service · EIN 141568025 · Plan #003

Total assets
$9.9M
Net assets
$9.9M
Active participants
637
With balances
280

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $29,767
Lpl Financial Llc Other services, Other commissions, Other fees $0