Palm Beach Atlantic University 403(b)(7) Plan
Sponsored by Palm Beach Atlantic University, Inc. · EIN 591092732 · Plan #001
- Total assets
- $83.9M
- Net assets
- $83.9M
- Active participants
- 1,566
- With balances
- 1,025
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $58,160 |
| Gallagher Benefit Services Inc. | Investment advisory (participants), Investment management fees (direct) | $27,516 |
| Templeton & Company Llp | Accounting, Direct payment from the plan | $10,000 |
| Mscs Fs Div Of Broadridge Bpo, Llc | Shareholder servicing fees, Sub-transfer agency fees, Finders' fees/placement fees | $0 |