AUMdb

Knox School 403(b) Dc Plan

Sponsored by Knox School · EIN 111743680 · Plan #001 · St. James, NY

Total assets
$4.8M
Net assets
$4.8M
Active participants
84
With balances
159

Plan year beginning 01/01/2024

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, Trustee (institutional), Participant loan processing $325