The Forman School, Inc. 403(b) Retirement Plan
Sponsored by The Forman School, Inc. · EIN 060646648 · Plan #001
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 103
- With balances
- 306
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 | Distribution (12b-1) fees, Recordkeeping fees | $15,866 |