New Visions For Public Schools 403(b) Plan
Sponsored by New Visions For Public Schools · EIN 133538961 · Plan #001
- Total assets
- $73.9M
- Net assets
- $73.9M
- Active participants
- 542
- With balances
- 911
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James | Investment advisory (plan) | $118,474 |
| Empower Advisory Group, Llc | Investment management | $116,309 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $113,354 |
| Gelman Pension Consulting Inc | Contract administrator | $34,480 |
| Cbiz Cpas P.C. | Accounting | $19,950 |