Middlesex School Savings Plan
Sponsored by Middlesex School · EIN 042103821 · Plan #003
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 227
- With balances
- 322
Plan year beginning 09/01/2024
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 |
|---|---|---|
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $35,573 |