Phillips Brooks School 403(b) Dc Plan
Sponsored by Phillips Brooks School · EIN 942494458 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 81
- With balances
- 195
Plan year beginning 07/01/2024 · 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, Account maintenance fees | $19,141 |
| Fidelity | Recordkeeping fees, Account maintenance fees | $280 |