Euphemia L. Haynes Public Charter School, Inc. 403(b) Plan
Sponsored by Euphemia L. Haynes Public Charter School, Inc. · EIN 200295905 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 194
- With balances
- 423
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $37,770 |
| Kestra Advisory Services, Llc | Investment advisory (participants), Investment management fees (direct) | $31,676 |
| Mid Atlantic Trust Company | Custodial (securities), Direct payment from the plan, Other fees | $10,032 |