Church World Service Retirement Plan
Sponsored by Church World Service Inc. · EIN 134080201 · Plan #001
- Total assets
- $45.1M
- Net assets
- $45.1M
- Active participants
- 1,171
- With balances
- 1,536
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Cref | Recordkeeping, Direct payment from the plan | $61,934 |
| Gallagher Fiduciary Services Llc | Investment management, Investment management fees (direct) | $18,000 |