AUMdb

Hill Murray School 403(b) Plan

Sponsored by Hill Murray School, Inc. · EIN 410829754 · Plan #002

Total assets
$5.0M
Net assets
$5.0M
Active participants
125
With balances
158

Plan year beginning 07/01/2024 · 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
Kestra Financial Inc Other fees $15,360
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $575