Near North Montessori School Tsa
Sponsored by Near North Montessori School · EIN 362535895 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 0
- With balances
- 225
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $31,613 |
| Axa Equitable Life Insurance Co | Trustee (directed), Investment management, Shareholder servicing fees | $1,430 |