AUMdb

The Episcopal Academy 403(b) Defined Contribution Retirement Plan

Sponsored by The Episcopal Academy · EIN 231370500 · Plan #002

Total assets
$58.3M
Net assets
$58.3M
Active participants
344
With balances
558

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
Tiaa Cref Insurance services $27,400