The Evergreen School 403(b) Dc Plan
Sponsored by The Evergreen School · EIN 910756462 · Plan #001
- Total assets
- $31.2M
- Net assets
- $31.2M
- Active participants
- 122
- With balances
- 261
Plan year beginning 07/01/2024 · Total participant-directed account, 401(m) arrangement
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 |
|---|---|---|
| Captrust Financial Advisors | Investment management | $8,867 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $6,365 |