Community Foundation Of Northwest Indiana 403(b) Retirement Plan
Sponsored by Community Foundation Of Northwest Indiana, Inc. · EIN 311128781 · Plan #005
- Total assets
- $440M
- Net assets
- $440M
- Active participants
- 8,025
- With balances
- 9,845
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $380,820 |
| Swartz Retson | Accounting | $16,323 |
| Graystone Consulting | Consulting (general) | $15,000 |