AUMdb

Sanford School 403(b) Dc Plan Contribution Retirement Plan

Sponsored by Sanford School · EIN 510064331 · Plan #001

Total assets
$31.9M
Net assets
$31.9M
Active participants
206
With balances
255

Plan year beginning 07/01/2024 · 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
Biddle Capital Management, Inc. Insurance agents and brokers, Insurance services, Insurance brokerage commissions $48,747
Tiaa Recordkeeping, Investment management fees (indirect), Recordkeeping fees $20,414