Core Community Organized Relief Effort 403(b) Plan
Sponsored by Core Community Organized Relief Effort · EIN 271703237 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 406
- With balances
- 415
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $23,508 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $4,849 |