Center For Creative Leadership Retirement Savings Plan
Sponsored by Center For Creative Leadership · EIN 237079591 · Plan #001
- Total assets
- $185M
- Net assets
- $185M
- Active participants
- 485
- With balances
- 1,048
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $120,720 |
| Mma Securities Llc | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Rsm Us Llp | Accounting, Direct payment from the plan | $15,199 |