Occupational Training Center Of Burlington County, Inc. 403(b) Plan
Sponsored by Occupational Training Center Of Burlington County, Inc. · EIN 221735360 · Plan #002
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 702
- With balances
- 146
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Custodial (securities) | $31,409 |
| Morningstar Investment Management | Investment advisory (plan) | $5,276 |