The Independence School, Inc. 403(b) Plan
Sponsored by The Independence School, Inc. · EIN 510225189 · Plan #001
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 121
- With balances
- 181
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| The Vanguard Group | Recordkeeping fees | $41,098 |
| Tiaa | Recordkeeping fees | $37,510 |
| Biddle Capital Management | Investment advisory (plan) | $1,000 |