AUMdb

The Stony Brook School 403(b) Defined Contribution Plan

Sponsored by The Stony Brook School · EIN 116112414 · Plan #003

Total assets
$26.0M
Net assets
$26.0M
Active participants
176
With balances
296

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
Nfp Retirement Inc. Investment advisory (plan) $41,981
Tiaa Recordkeeping fees, Account maintenance fees $5,892