The Chautauqua Center Inc. 403(b) Retirement Plan
Sponsored by The Chautauqua Center Inc. · EIN 273512018 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 296
- With balances
- 302
Plan year beginning 01/01/2024 · 401(m) arrangement, 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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Administrative Srvcs | Contract administrator, Direct payment from the plan, Recordkeeping fees | $36,490 |
| Equitable Advisors, Llc | Investment advisory (participants), Redemption fees, Direct payment from the plan | $19,439 |