Dr. Richard Izquierdo Health And Science Charter School 403(b) Plan
Sponsored by Doctor Richard Izquierdo Health And Science Charter School · EIN 271766995 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 119
- With balances
- 200
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Cetera Advisor Networks | Other fees, Participant loan processing, Other commissions | $18,924 |