P.G. Chambers School 403(b) Plan
Sponsored by P.G. Chambers School, Inc. · EIN 221551480 · Plan #002
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 210
- With balances
- 165
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $28,741 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $17,198 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |