Breakthrough T1 D 403(b) Retirement Savings Plan
Sponsored by Breakthrough T1 D · EIN 231907729 · Plan #002
- Total assets
- $71.5M
- Net assets
- $71.5M
- Active participants
- 596
- With balances
- 815
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $122,032 |
| Nfp Retirement Inc | Consulting (general), Direct payment from the plan | $51,000 |
| Bdo Usa, Llp | Accounting, Direct payment from the plan | $30,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $0 |