Propel Schools 403(b) Plan
Sponsored by Propel Schools · EIN 030483260 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 593
- With balances
- 767
Plan year beginning 01/01/2024 · Profit-sharing, 401(m) arrangement, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $7,178 |
| M2 B Retirement Consulting Llc | Contract administrator | $1,450 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $725 |