Breaking Ground 403(b) Plan
Sponsored by Breaking Ground Hdfc · EIN 113048002 · Plan #002
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 921
- With balances
- 367
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $19,025 |
| Morgan Stanley | Other services, Other commissions, Other fees | $0 |
| Pasi Llc | Other services, Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |