The Masters School 403(b) Dc Plan
Sponsored by The Masters School · EIN 131740472 · Plan #001
- Total assets
- $63.2M
- Net assets
- $63.2M
- Active participants
- 254
- With balances
- 568
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).
| 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 |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $46,447 |
| Cbiz, Inc. | Accounting | $21,500 |
| Kestra Advisory Services, Llc | Investment advisory (plan) | $13,500 |