The River School 403(b) Plan
Sponsored by The River School · EIN 522172713 · Plan #001
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 96
- With balances
- 139
Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Cref | Recordkeeping | $42,637 |
| Rbc Wealth Management | Investment advisory (plan) | $29,935 |