Crossroads Community Services Board Matching Tax Deferred Savings Plan
Sponsored by Crossroads Community Services Board · EIN 540988560 · Plan #002 · Farmville, VA
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 179
- With balances
- 167
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Benefit Fiduciary Group Llc CRD 291252 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $37,063 |
| Benefit Fiduciary Group Llc | Investment advisory (plan), Other fees | $0 |