AUMdb

Carson Valley Childrens Aid 403(b) Plan

Sponsored by Carson Valley Childrens Aid · EIN 231352623 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
106
With balances
446

Plan year beginning 07/01/2024 · Total participant-directed account, 401(m) arrangement, Automatic enrollment

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
Tiaa Recordkeeping fees $7,541

Filing history

Plan year Assets Participants Source
07/01/2024 $10.7M 106 ack 20260413161634NAL0020648227001
07/01/2021 $10.5M 372 ack 20250508122614NAL0008826659001