Helen Keller Services For The Blind 403(b) Plan
Sponsored by Helen Keller Services For The Blind · EIN 111630807 · Plan #003
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 323
- With balances
- 326
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Stone Hill Fiduciary | Investment advisory (plan), Direct payment from the plan | $26,250 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $7,326 |
| Morgan Stanley | Other services, Other commissions, Other fees | $0 |