The Head Royce School 403(b) Plan
Sponsored by The Head Royce School · EIN 941518656 · Plan #001
- Total assets
- $89.0M
- Net assets
- $89.0M
- Active participants
- 184
- With balances
- 447
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hood & Strong Llp | Accounting, Direct payment from the plan | $37,350 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $35,818 |
| Global Retirement Partners | Investment management, Direct payment from the plan | $35,000 |