The Gordon School 403(b) Retirement Plan
Sponsored by The Gordon School · EIN 050258876 · Plan #001
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 83
- With balances
- 237
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annui | Recordkeeping fees | $19,967 |
| Black Point Wealth Mgmt J Harris | Investment advisory (plan) | $17,317 |
| Caron & Bletzer, Pllc | Accounting | $9,145 |
| Commonwealth Financial Network | Investment advisory (plan) | $5,366 |