French International School Of Oregon 403(b) Plan
Sponsored by French International School Of Oregon · EIN 930738797 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 173
- With balances
- 128
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).
| Firm | Match | Plan year |
|---|---|---|
| Human Investing, Llc CRD 133017 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Human Investing | Investment advisory (participants), Investment advisory (plan) | $20,769 |
| The Retirement Plan Company, Llc | Investment management fees (direct), Recordkeeping fees | $19,455 |
| Charles Schwab Bank | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $5,158 |