The Philadelphia School 403(b) Dc Plan
Sponsored by The Philadelphia School · EIN 237091186 · Plan #001
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 118
- With balances
- 210
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Northeast Financial Group, Inc. CRD 122609 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northeast Financial Group | Recordkeeping, Investment management | $36,880 |