Perkins School For The Blind Retirement Plan
Sponsored by Perkins School For The Blind · EIN 042103616 · Plan #003
- Total assets
- $80.2M
- Net assets
- $80.2M
- Active participants
- 638
- With balances
- 1,113
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (participants) | $9,500 |
| Ropes & Gray | Legal | $9,005 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$6,406 |