Evansville Christian School Retirement Plan
Sponsored by Evansville Christian School, Inc. · EIN 310017078 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 168
- With balances
- 154
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investment Advis | Investment advisory (plan), Consulting fees | $13,425 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $9,631 |