AUMdb

Bear Creek School 403 B Retirement Plan

Sponsored by The Bear Creek School · EIN 911420530 · Plan #001

Total assets
$14.2M
Net assets
$14.2M
Active participants
307
With balances
243

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nationwide Account maintenance fees $3,224
Lpl Financial Llc Other commissions $0
Flex Plan Retirement Services Inc Other services $0