Chapel Hill Chauncy Hall School 403(b) Plan
Sponsored by Chapel Hill Chauncy Hall School · EIN 042534161 · Plan #321
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 82
- With balances
- 201
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 |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $13,497 |
| Rockland Trust Co | Consulting (general) | $7,775 |