Overlake School 403(b)
Sponsored by The Overlake School · EIN 910814431 · Plan #001
- Total assets
- $45.0M
- Net assets
- $45.0M
- Active participants
- 162
- With balances
- 369
Plan year beginning 07/01/2024
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 | Contract administrator, Direct payment from the plan | $33,505 |