Episcopal School Of Dallas 403(b) Amended And Restated Defined Contribution Plan
Sponsored by Episcopal School Of Dallas · EIN 751451116 · Plan #002
- Total assets
- $68.6M
- Net assets
- $68.6M
- Active participants
- 227
- With balances
- 328
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Plan Pilot Llc | Other fees | $28,077 |
| Lane Gorman Trubitt Llc | Other fees | $12,000 |
| Plan Pilot, Llc | Other fees | $9,359 |
| The Allocation Company | Other fees | $5,000 |