Clm Center For Life Management Tax Sheltered Annuity Plan
Sponsored by Clm Center For Life Management · EIN 020301530 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 331
- With balances
- 211
Plan year beginning 01/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $16,218 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |