Eugenio Maria De Hostos Charter School 403(b) Plan
Sponsored by Eugenio Maria De Hostos Charter School · EIN 161588384 · Plan #001
- Total assets
- $1.6M
- Net assets
- $1.6M
- Active participants
- 198
- With balances
- 110
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Lawley Retirement Advisors, Llc CRD 282786 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lawley Retirement Advisors, Llc | Investment advisory (plan) | $9,415 |
| Rimkus Marciano & Associates, Inc | Valuation | $5,077 |
| Nationwide Trust Company | Recordkeeping | $687 |
| Osaic Wealth Inc. | Investment advisory (plan) | $0 |