The Winston Preparatory School 403(b) Dc Plan
Sponsored by The Winston Preparatory School · EIN 133085860 · Plan #001
- Total assets
- $38.8M
- Net assets
- $38.8M
- Active participants
- 203
- With balances
- 330
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Tiaa | Recordkeeping fees | $29,870 |
| Bederson Llp | Accounting | $14,833 |
| Baker Tilly Us, Llp | Accounting | $11,616 |