Montgomery Bell Academy 403(b) Tax Sheltered Investment Program
Sponsored by Montgomery Bell Academy · EIN 620513741 · Plan #003
- Total assets
- $46.7M
- Net assets
- $46.7M
- Active participants
- 155
- With balances
- 217
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed
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 |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $5,090 |