The Webb Schools Tax Deferred Annuity And Defined Contribution Retirement Plan
Sponsored by The Webb Schools · EIN 951856591 · Plan #001
- Total assets
- $36.5M
- Net assets
- $36.5M
- Active participants
- 139
- With balances
- 387
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).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $33,739 |
| Morgan Stanley | Investment advisory (plan) | $7,729 |