Child Trends 403(b) Plan
Sponsored by Child Trends, Inc. · EIN 132982969 · Plan #001
- Total assets
- $50.9M
- Net assets
- $50.9M
- Active participants
- 246
- With balances
- 305
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $104,833 |
| Lpl Financial Llc Rpcp | Investment advisory (plan), Other fees | $0 |
| The Retirement Advantage | Other services, Other fees | $0 |