Carruth Compliance Consulting

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Please Note - This list includes all Vendors "associated" with this Employer in any of several relationships, including: Active Payroll Slot; Inactive Payroll Slot; Umbrella ISA; Direct to Employer ISA; Orphaned; Grandfathered Contribution; and/or Grandfathered Exchange. A Vendor with a CCC Umbrella ISA in force is "associated" with all Full Service CCC Employer Clients, but this does not mean that the Vendor is eligible to receive contributions in the 403(b) Plans of all of these Employers. For the list of Vendors that hold Active Payroll Slots, click on the blue "For Employers" button at the top of the page, scroll down to the "CCC's Current Client List" heading, click on the desired Employer's link, and then click on the "403(b) List of Vendors" link.

Employer IDEmployer Vendor IDVendor's Current Name Vendor Also Known AsVendor Accepts Roth?Employer Allows Roth?
22High Desert ESD4AIM-InvescoAIM TSANoYes
22High Desert ESD8American CenturyNo Known AliasesYesYes
22High Desert ESD9American FidelityNo Known AliasesNoYes
22High Desert ESD10American FundsAMERICAN FUNDS SERVICENoYes
22High Desert ESD2American General LifeNo Known AliasesNoYes
22High Desert ESD341American National Insurance CompanyNo Known AliasesNoYes
22High Desert ESD12American United LifeNo Known AliasesNoYes
22High Desert ESD13AmeripriseAMERICAN EXPRESS FINANCIAL ADVISORSNoYes
22High Desert ESD125ASPireNo Known AliasesYesYes
22High Desert ESD14Aviva LifeCGUNoYes
22High Desert ESD15AXA EquitableNo Known AliasesYesYes
22High Desert ESD16Brecek & YoungNo Known AliasesYesYes
22High Desert ESD168Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable)No Known AliasesNoYes
22High Desert ESD27Enterprise/State Street BankENTERPRISENoYes
22High Desert ESD31First InvestorsNo Known AliasesYesYes
22High Desert ESD34Franklin TempletonNo Known AliasesNoYes
22High Desert ESD159FTJ Fund ChoiceNo Known AliasesNoYes
22High Desert ESD35Goldman SachsEnterpriseNoYes
22High Desert ESD36Great AmericanNo Known AliasesNoYes
22High Desert ESD39Horace Mann No Known AliasesYesYes
22High Desert ESD123Industrial Alliance PacificNo Known AliasesNoYes
22High Desert ESD41ING (ILIAC) (Rebranding to Voya Financial in 2014)ING LIFE INSURANCE & ANNUITY AETNAYesYes
22High Desert ESD85ING (RLIC)TSA-ING Retirement PlansYesYes
22High Desert ESD44Jackson National No Known AliasesNoYes
22High Desert ESD46Jefferson NationalNo Known AliasesNoYes
22High Desert ESD48Kansas City LifeNo Known AliasesYesYes
22High Desert ESD97Legend GroupNo Known AliasesYesYes
22High Desert ESD50Life Insurance Company of the SouthwestNo Known AliasesNoYes
22High Desert ESD167Lincoln InvestmentNo Known AliasesNoYes
22High Desert ESD52Linsco Private LedgerNo Known AliasesNoYes
22High Desert ESD130MassMutualNo Known AliasesNoYes
22High Desert ESD58MetLifeNo Known AliasesYesYes
22High Desert ESD144Midland National LifeNo Known AliasesNoYes
22High Desert ESD60MMA PraxisNo Known AliasesNoYes
22High Desert ESD347Modern Woodmen of AmericaNo Known AliasesNoYes
22High Desert ESD63National LifeNo Known AliasesNoYes
22High Desert ESD67New York LifeNo Known AliasesNoYes
22High Desert ESD174North American Life HealthNo Known AliasesNoYes
22High Desert ESD68North Coast LifeNo Known AliasesYesYes
22High Desert ESD70OppenheimerFundsNo Known AliasesYesYes
22High Desert ESD71OSGPNo Known AliasesNoYes
22High Desert ESD72Pacific Life No Known AliasesNoYes
22High Desert ESD104PlanMember Services Corporation142 PLAN MEMBER SERVICES CORPYesYes
22High Desert ESD77Primerica Shareholder Services (formerly known as PFS Investments)No Known AliasesNoYes
22High Desert ESD81Protective Life Insurance Co.No Known AliasesNoYes
22High Desert ESD83Prudential No Known AliasesNoYes
22High Desert ESD84PutnamNo Known AliasesNoYes
22High Desert ESD87Security BenefitSBG-VAA 403-BYesYes
22High Desert ESD88SEINo Known AliasesNoYes
22High Desert ESD89Sentinel FundsNo Known AliasesNoYes
22High Desert ESD91Standard InsuranceNo Known AliasesNoYes
22High Desert ESD132Sunset LifeNo Known AliasesNoYes
22High Desert ESD94SymetraNo Known AliasesYesYes
22High Desert ESD100ThriventNo Known AliasesNoYes
22High Desert ESD164Thrivent Investment ManagementNo Known AliasesNoYes
22High Desert ESD101TIAA-CREFNo Known AliasesNoYes
22High Desert ESD346Union Central Life Insurance CompanyNo Known AliasesNoYes
22High Desert ESD157USAA InvestmentNo Known AliasesNoYes
22High Desert ESD107USAA LifeNo Known AliasesNoYes
22High Desert ESD3VALICVALIC-CHASE BANK OF TEXAS - 403-BYesYes
22High Desert ESD108Van Kampen VAN KAMPENNoYes
22High Desert ESD99VanguardVANGUARD FIDUCIARY TRUST -- 403-BNoYes
22High Desert ESD110Waddell & ReedNo Known AliasesNoYes
22High Desert ESD113Wells Investment SecuritiesNo Known AliasesNoYes
22High Desert ESD178Western National Life Insurance CompanyNo Known AliasesNoYes
22High Desert ESD114Western UnitedNo Known AliasesNoYes