AUMdb

Stanley British Primary School 403(b) Plan

Sponsored by Stanley British Primary School · EIN 742325997 · Plan #002

Total assets
$14.7M
Net assets
$14.7M
Active participants
131
With balances
143

Plan year beginning 08/01/2024 · 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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
American United Life Insurance Co Participant loan processing, Participant communication, Direct payment from the plan $7,188