Spaulding Academy & Family Services 403(b) Retirement Plan
Sponsored by Spaulding Academy & Family Services · EIN 020244216 · Plan #003
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 310
- With balances
- 273
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independence Financial Advisor | Participant loan processing | $21,803 |
| Epic Retirement Plan Services, Inc. | Recordkeeping, Participant loan processing, Participant communication | $18,310 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees | $0 |