AUMdb

Epiphany School 403(b) Dc Plan

Sponsored by Epiphany School · EIN 237014921 · Plan #001

Total assets
$15.9M
Net assets
$15.9M
Active participants
69
With balances
137

Plan year beginning 09/01/2024

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
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $10,829