Bement School Defined Contribution 403(b) Plan
Sponsored by The Bement School · EIN 042234135 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 74
- With balances
- 147
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Twelve Points Wealth Mgmt | Other fees | $25,882 |
| Tiaa | Investment advisory (participants) | $9,204 |