The College Preparatory School 403(b) Defined Contribution Plan
Sponsored by The College Preparatory School · EIN 941492272 · Plan #001
- Total assets
- $49.7M
- Net assets
- $49.7M
- Active participants
- 93
- With balances
- 232
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (participants), Investment advisory (plan) | $30,433 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $28,979 |