Eagle Hill Foundation Inc. 403(b) Plan
Sponsored by Eagle Hill School · EIN 061072231 · Plan #003
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 116
- With balances
- 174
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
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 | $40,630 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |