New Roads School 403(b) Plan
Sponsored by New Roads School · EIN 954823489 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 177
- With balances
- 202
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).
| Firm | Match | Plan year |
|---|---|---|
| Eagle Strategies Llc CRD 110826 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Eagle Stratgies, Llc | Investment advisory (plan) | $20,000 |
| Newport Group, Inc. | Recordkeeping fees, Account maintenance fees | $12,927 |