AUMdb

Presidio Knolls School 403(b) Plan

Sponsored by Presidio Knolls School · EIN 205758127 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
97
With balances
131

Plan year beginning 07/01/2024 · 401(k)

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
Voya Retirement Insurance & Annuity Recordkeeping fees $43,938
World Investment Advisors, Llc Other fees $0