Community Guidance Center Tax Sheltered Annuity 403(b) Plan
Sponsored by Community Guidance Center · EIN 251096780 · Plan #002
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 132
- With balances
- 125
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Institutions, Inc. CRD 35371 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Institutions Inc | Investment advisory (plan) | $23,233 |