New Classrooms Innovation Partners For Learning 403(b) Plan
Sponsored by New Classrooms Innovation Partners For Learning · EIN 452736163 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 41
- With balances
- 135
Plan year beginning 07/01/2024 · Total participant-directed account, 401(m) arrangement, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (securities), Recordkeeping fees | $28,774 |
| Morgan Stanley | Investment advisory (plan) | $22,121 |
| Pentegra Services Inc | Plan administrator | $11,143 |