The Taft School 403(b) Retirement Plan
Sponsored by The Taft School · EIN 060646921 · Plan #001
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 258
- With balances
- 609
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | 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 | $48,926 |
| Fiducient Advisors, Llc | Investment advisory (plan) | $43,093 |
| The Angell Pension Group, Inc | Contract administrator | $11,608 |