AUMdb

Burr And Burton Academy 403(b)plan

Sponsored by Burr And Burton Seminary D/B/A Burr And Burton Academy · EIN 030179404 · Plan #001

Total assets
$30.0M
Net assets
$30.0M
Active participants
172
With balances
271

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Tiaa Recordkeeping fees $28,835
Pensionmark Financial Group, Llc Investment advisory (plan) $17,400