AUMdb

Christopher Community, Inc 403(b) Plan

Sponsored by Christopher Community, Inc. · EIN 161006727 · Plan #001

Total assets
$3.1M
Net assets
$3.1M
Active participants
172
With balances
131

Plan year beginning 01/01/2024 · 401(k)

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
Nbt Bank, N.A. Trustee (institutional) $23,002
Bonadio & Co., Llp Accounting $7,500
Charles Schwab & Co., Inc. Shareholder servicing fees $0
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $0