Zeta Charter Schools 403(b) Plan
Sponsored by Zeta Charter Schools, Inc. · EIN 821888771 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 486
- With balances
- 696
Plan year beginning 07/01/2024 · 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, Recordkeeping | $51,346 |