The Elisabeth Morrow School 403(b) Retirement Plan
Sponsored by The Elisabeth Morrow School · EIN 221487171 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 103
- With balances
- 163
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $74,080 |
| Capfinancial Partners Llc | Investment advisory (plan), Other fees | $0 |