The New Community School 403(b) Dc Plan
Sponsored by The New Community School Foundation · EIN 540973221 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 82
- With balances
- 158
Plan year beginning 09/01/2024 · 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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group,Llc | Investment advisory (plan) | $7,956 |
| Tiaa | Contract administrator, Recordkeeping, Custodial (securities) | $6,282 |