Isabella Stewart Gardner Museum 403(b) Plan
Sponsored by Isabella Stewart Gardner Museum · EIN 042104334 · Plan #002
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 226
- With balances
- 187
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 |
|---|---|---|
| Capital Group Retirement Plan Servi | Recordkeeping fees | $19,768 |
| Angell Pension Group, Inc. | Contract administrator | $14,691 |
| Lion Street Advisors, Llc | Investment advisory (plan) | $12,000 |