Whitefield Academy 403(b) Plan
Sponsored by Whitefield Academy · EIN 581224983 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 167
- With balances
- 285
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Ubs | Investment advisory (plan) | $34,231 |
| Tiaa | Recordkeeping fees | $2,576 |
| Lincoln National Corporation | Contract administrator | $25 |