Ascd Defined Contribution Plan
Sponsored by Association For Supervision And Curriculum Development · EIN 526078980 · Plan #001
- Total assets
- $52.6M
- Net assets
- $52.6M
- Active participants
- 196
- With balances
- 328
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | 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 | $104,547 |
| Creative Planning Inc | Investment advisory (plan), Other fees | $0 |