AUMdb

The Harker School 401(a) Defined Contribution Plan

Sponsored by The Harker School · EIN 941613808 · Plan #001 · San Jose, CA

Total assets
$73.3M
Net assets
$73.3M
Active participants
527
With balances
856

Plan year beginning 04/01/2024 · Money purchase, Total participant-directed account

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
Fiduciary Benefits Group Inc Investment management fees (direct) $131,381
Tiaa Teachers Insurance & Annuity Plan administrator $64,527