AUMdb

College Success Foundation 403(b) Dc Plan

Sponsored by College Success Foundation · EIN 912036088 · Plan #001 · Bellevue, WA

Total assets
$16.0M
Net assets
$16.0M
Active participants
190
With balances
318

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

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 Teachers Insurance And Annuity Plan administrator $26,584
Gallagher Fiduciary Services Llc $25,564