AUMdb

Wilmington Friends School 403(b) Retirement Plan

Sponsored by Wilmington Friends School, Inc. · EIN 510064310 · Plan #006

Total assets
$54.5M
Net assets
$54.5M
Active participants
147
With balances
395

Plan year beginning 01/01/2024 · Profit-sharing, 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
Biddle Capital Management, Inc Investment advisory (plan) $45,609
Tiaa Contract administrator $29,631
Pentegra Services, Inc. Plan administrator $15,351