The Haverford School 403(b) Plan
Sponsored by The Haverford School · EIN 231352646 · Plan #001
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 192
- With balances
- 516
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).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator | $85,100 |
| Onedigital Investment Advisors | Investment advisory (plan) | $58,447 |