The Gregory School 403(b) Retirement Plan
Sponsored by The Gregory School · EIN 860374130 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 81
- With balances
- 169
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellspring Financial, Llc CRD 288023 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellspring Financial Partners. | Investment advisory (plan), Direct payment from the plan | $14,808 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $9,305 |