Lieber Institute, Inc. 403(b) Plan
Sponsored by Lieber Institute, Inc. · EIN 263690883 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 114
- With balances
- 175
Plan year beginning 01/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services. | Investment advisory (plan), Direct payment from the plan | $26,779 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $19,021 |