AUMdb

Trinity School 403(b) Plan

Sponsored by Trinity School, Inc. · EIN 581197585 · Plan #001

Total assets
$36.8M
Net assets
$36.8M
Active participants
175
With balances
364

Plan year beginning 01/01/2024

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
Tiaa Teachers Insurance And Annuity Other fees $37,381