Francis Parker School 403(b) Plan
Sponsored by Francis Parker School · EIN 951696720 · Plan #002
- Total assets
- $60.9M
- Net assets
- $60.9M
- Active participants
- 297
- With balances
- 503
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $51,437 |
| Global Retirement Partners, Llc | Investment advisory (participants), Investment advisory (plan) | $30,000 |