Chai Trust Company Advantage Retirement Savings Plan
Sponsored by Chai Trust Company, Llc D/B/A Equity Group Investments · EIN 364268733 · Plan #001
- Total assets
- $84.4M
- Net assets
- $84.4M
- Active participants
- 116
- With balances
- 208
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $147,897 |