Peddie School 403(b) Tda & Dc Plan
Sponsored by The Peddie School · EIN 210634492 · Plan #001
- Total assets
- $87.8M
- Net assets
- $87.8M
- Active participants
- 251
- With balances
- 530
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Cref | Contract administrator, Recordkeeping, Custodial (other) | $31,117 |
| Flexpath Strategies, Llc | Consulting (general), Investment advisory (plan), Named fiduciary | $27,858 |