403(b) Thrift Plan Of Kids In Crisis
Sponsored by Kids In Crisis · EIN 061027885 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 86
- With balances
- 139
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Greenwich Wealth Management Llc CRD 142820 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Greenwich Wealth Management | Investment advisory (participants), Investment advisory (plan) | $16,493 |
| Newport Group, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,033 |