AUMdb

Corbett Preparatory School Of Ids 403(b) Plan

Sponsored by Corbett Preparatory School Of Ids, Inc. · EIN 591282306 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
133
With balances
115

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $9,632
Variable Annuity Life Insurance Co Recordkeeping fees, Product termination fees, Investment advisory (participants) $1,250
Resources Investment Advisors Investment advisory (plan), Other fees $0