Third Sector New England, Inc. 403 B Dc Plan
Sponsored by Third Sector New England, Inc. · EIN 042261109 · Plan #002
- Total assets
- $62.7M
- Net assets
- $62.7M
- Active participants
- 374
- With balances
- 759
Plan year beginning 07/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Westland Gate Capital, Llc CRD 173692 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Participant loan processing, Recordkeeping fees | $25,043 |
| Westland Gate Capital, Llc | Investment advisory (plan) | $24,802 |
| Cbiz Cpas P.C. | Accounting | $22,233 |