403(b) Thrift Plan For Coalition For The Homeless, Inc.
Sponsored by Coalition For The Homeless, Inc. · EIN 133072967 · Plan #003
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 101
- With balances
- 106
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $18,752 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $9,914 |
| Mutual Of America Investment Corp | Claims processing, Recordkeeping, Participant loan processing | $148 |