Hagley Museum & Library 403(b) Plan
Sponsored by Eleutherian Mills Hagley Foundation, Inc. · EIN 510070531 · Plan #002
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 88
- With balances
- 170
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Matrix Trust Company | Recordkeeping fees | $41,889 |
| Atlantic Pension Services | Contract administrator | $3,643 |
| Pcs Retirement, Llc | Recordkeeping fees | $1,945 |