The Calvert School 403(b) Retirement Savings Plan
Sponsored by Calvert School · EIN 520591510 · Plan #003
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 221
- With balances
- 264
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Participant communication, Other services | $30,773 |