AUMdb

Isave 401(k) Retirement Plan

Sponsored by Bronx Arts & Science Charter School · EIN 832495004 · Plan #001

Total assets
$3.5M
Net assets
$3.5M
Active participants
883
With balances
403

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Pfs Partners, Llc CRD 147872 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Primerica Financial Services Investment advisory (plan) $12,010