Centerstone Of America, Inc. 403(b) Retirement Plan
Sponsored by Centerstone Of America, Inc. · EIN 200072992 · Plan #001
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 4,133
- With balances
- 2,499
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $342,302 |
| National Benefit Services, Llc | Other services, Other fees | $0 |
| Shepherd Financial Investment Advis | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |