Pomfret School 403(b) Retirement Plan
Sponsored by Pomfret School · EIN 060646784 · Plan #001
- Total assets
- $48.3M
- Net assets
- $48.3M
- Active participants
- 180
- With balances
- 427
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Tiaa | Other fees | $62,894 |
| Kestra Advisory Services, Llc | Other fees | $7,000 |
| The Angell Pension Group, Inc. | Other fees | $5,850 |