Katherine Delmar Burke School Dc And Tda 403(b) Plans
Sponsored by Katherine Delmar Burke School · EIN 941156256 · Plan #001
- Total assets
- $31.4M
- Net assets
- $31.4M
- Active participants
- 97
- With balances
- 269
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), ERISA 404(c) participant-directed
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 |
|---|---|---|
| Tiaa | Recordkeeping fees | $13,129 |
| Cliftonlarsonallen Llp | Accounting | $12,880 |
| Planpilot, Llc | Consulting (pension) | $7,750 |