Green Vale School 403(b) Dc Plan Ra
Sponsored by Green Vale School · EIN 111633568 · Plan #001 · Old Brookville, NY
- Total assets
- $44.0M
- Net assets
- $44.0M
- Active participants
- 112
- With balances
- 227
Plan year beginning 07/01/2024 · 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).
| 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 | Recordkeeping fees, Account maintenance fees | $18,318 |
| Planpilot, Llc | Investment advisory (plan) | $7,650 |