AUMdb

Colorado Christian University 403(b) Retirement Plan

Sponsored by Colorado Christian University · EIN 840442429 · Plan #109 · Lakewood, CO

Total assets
$46.9M
Net assets
$46.9M
Active participants
1,160
With balances
928

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $77,969
Cetera Investment Advisors Llc Consulting (general), Direct payment from the plan $53,531
Forvis Mazars Accounting, Direct payment from the plan $24,200
National Financial Services Securities brokerage, Securities brokerage commissions $0