Excelsior Charter Group Erisa 403 B Plan
Sponsored by Excelsior Charter Group · EIN 474577793 · Plan #001 · Victorville, CA
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 110
- With balances
- 196
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
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 |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Direct payment from the plan | $4,200 |