AUMdb

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))

Sponsored by St. Paul's Episcopal School · EIN 237035434 · Plan #001 · Mobile, AL

Total assets
$23.7M
Net assets
$23.7M
Active participants
143
With balances
262

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
Teachers Insurance And Annuity Recordkeeping, Participant loan processing, Participant communication $550
Ref Investment Management, Llc Investment management fees (indirect) $25