The Musical Arts Association 403(b) Retirement Plan
Sponsored by The Musical Arts Association · EIN 340714468 · Plan #002
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 218
- With balances
- 252
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $57,358 |
| Empower Annuity Insurance Company | Recordkeeping fees | $7,796 |
| Empower Financial Services, Inc. | Securities brokerage | $175 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |