The Athenian School 403(b) Plan
Sponsored by The Athenian School · EIN 946070808 · Plan #001
- Total assets
- $39.9M
- Net assets
- $39.9M
- Active participants
- 130
- With balances
- 328
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beacon Pointe Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $56,204 |
| Tiaa | Recordkeeping fees | $7,211 |