Meeting Street Schools 403(b) Plan
Sponsored by Meeting Street Schools · EIN 204587841 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 326
- With balances
- 498
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $46,671 |
| Global Retirement Partners Llc | Investment advisory (plan) | $17,785 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $11,926 |
| Empower Advisory Group, Llc | Investment management | $8,076 |