Inly School 403(b) Dc Plan
Sponsored by Inly School · EIN 042526455 · Plan #002
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 114
- With balances
- 118
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annuity | Contract administrator | $12,139 |
| Global Retirement Partners, Llc H/O | Investment advisory (plan) | $7,797 |
| Global Retirement Partners | Investment advisory (plan) | $7,477 |