Child & Family Agency Of Southeastern Connecticut 403(b) Plan
Sponsored by Child & Family Agency Of Southeastern Connecticut, Inc. · EIN 237212022 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 229
- With balances
- 238
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 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 | $41,095 |
| Stifel Nicolaus & Co Inc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |