Community In Schools Of San Antonio 403(b) Plan
Sponsored by Communities In Schools Of San Antonio · EIN 742393714 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 167
- With balances
- 167
Plan year beginning 09/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Finders' fees/placement fees, Float revenue, Distribution (12b-1) fees | $18,033 |
| Indep Financial Services | Investment advisory (plan), Direct payment from the plan | $13,859 |
| Admin Group Dba Tag Resources | Investment advisory (plan), Direct payment from the plan | $10,540 |
| Axa Equitable Life Ins Co | Trustee (directed), Investment management, Shareholder servicing fees | $835 |