Central Indiana Community Foundation 403(b) Retirement Plan
Sponsored by Central Indiana Community Foundation, Inc. · EIN 351793680 · Plan #002
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 86
- With balances
- 131
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| 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, Recordkeeping fees, Participant loan processing | $30,178 |
| Retirement Plan Concepts & Services | Contract administrator, Other fees, Direct payment from the plan | $3,700 |
| Corebridge Valic | Contract administrator, Direct payment from the plan, Recordkeeping fees | $1,452 |
| One America Securities, Inc. | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |