Ability Connection Colorado 403 B Plan
Sponsored by Ability Connection Colorado · EIN 840420225 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 166
- With balances
- 189
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (participants), Investment advisory (plan), Investment management | $9,998 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $1,035 |