Dream Charter School 403(b) Plan
Sponsored by Dream Charter School · EIN 261841386 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 302
- With balances
- 165
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc | Other fees | $0 |