The Bishop's School 403(b) Plan
Sponsored by The Bishop's School · EIN 951642362 · Plan #001
- Total assets
- $79.1M
- Net assets
- $79.1M
- Active participants
- 270
- With balances
- 469
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Morgan Stanley Domestic Holdings, I | Investment advisory (participants), Investment advisory (plan) | $44,800 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $25,150 |
| West Rhode & Roberts | Accounting | $13,126 |
| Fidelity Inv. Inst. Op. Co., Inc. | Recordkeeping fees, Account maintenance fees | $290 |