AUMdb

The Hotchkiss School 403(b) Retirement Plan

Sponsored by The Hotchkiss School · EIN 060647018 · Plan #005

Total assets
$184M
Net assets
$184M
Active participants
386
With balances
836

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
Tiaa Teachers Ins & Annuity Investment management $1,170,043
Fiduciary Investment Advisors Llc Investment management $34,364
The Angell Pension Group, Inc. Other fees $9,916