Presbyterian School 403(b) Plan
Sponsored by Presbyterian School · EIN 760282995 · Plan #001
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 167
- With balances
- 256
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $33,991 |
| World Investment Advisors Llc | Investment advisory (plan) | $25,474 |
| Assuredpartners Capital Inc | Investment advisory (plan) | $16,232 |
| Alliance Benefit Group Of Houston | Contract administrator | $0 |