Winsor School 403 B Plan
Sponsored by The Winsor School · EIN 042105842 · Plan #001
- Total assets
- $66.4M
- Net assets
- $66.4M
- Active participants
- 136
- With balances
- 383
Plan year beginning 01/01/2024
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 | Other fees | $29,295 |
| Twelve Points Wealth Mgmt | Other fees | $24,825 |
| Fidelity Investments Inst Oper Comp | Recordkeeping fees, Account maintenance fees | $215 |