Childstrive 403(b) Plan
Sponsored by Childstrive · EIN 916053563 · Plan #002
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 107
- With balances
- 107
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | 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 | $31,103 |
| Edward Jones | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $6.0M | 107 | ack 20251125130920NAL0001796435001 |
| 01/01/2021 | $4.2M | 108 | ack 20251016140428NAL0003226259001 |
| 01/01/2020 | $3.6M | 108 | ack 20251016140158NAL0013255730001 |