The Parish Episcopal School 403(b) Dc Plan And Parish Episcopal School 403(b) Tda Plan
Sponsored by Parish Episcopal School · EIN 751390485 · Plan #001
- Total assets
- $40.3M
- Net assets
- $40.3M
- Active participants
- 266
- With balances
- 429
Plan year beginning 07/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annui | Participant loan processing, Recordkeeping fees, Account maintenance fees | $48,323 |
| Planpilot, Llc | Consulting (general), Investment advisory (participants) | $34,671 |
| Whitley Penn Llp | Accounting | $23,349 |