AUMdb

Communities In Schools Of Nevada, Inc. 403 B Plan

Sponsored by Communities In Schools Of Nevada, Inc. · EIN 880292094 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
249
With balances
260

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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
Commonwealth Equity Services, Llc CRD 8032 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 $37,739
Commonwealth Financial Network Investment advisory (plan), Other fees $0