San Diego Center For Children 403(b) Plan
Sponsored by San Diego Center For Children · EIN 951661089 · Plan #005
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 386
- With balances
- 230
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Intelligence Driven Advisers, Llc CRD 299589 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $12,371 |
| Intelligence Driven Advisers Llc | Investment advisory (plan) | $6,280 |
| Mutual Of America Investment Corp | Claims processing, Recordkeeping, Participant loan processing | $265 |
| Empower Advisory Group, Llc | Investment management | $71 |