Preble Street Section 403(b) Plan
Sponsored by Preble Street · EIN 010418917 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 346
- With balances
- 342
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $33,568 |
| Valmark Advisers | Investment advisory (plan) | $22,090 |
| Downeast Pension Services | Contract administrator | $2,075 |
| Nbt Bank Na Dba Tpa Experts | Contract administrator | $775 |
| Lincoln Aps | Contract administrator | $100 |