AUMdb

Csl 403(b) Plan

Sponsored by Community Senior Life · EIN 631001785 · Plan #002

Total assets
$1.5M
Net assets
$1.5M
Active participants
225
With balances
141

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $18,160