Princeton Day School 403(b) Plan
Sponsored by Princeton Day School · EIN 210727645 · Plan #001
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 281
- With balances
- 625
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Flexpath Strategies, Llc | Investment advisory (plan), Direct payment from the plan | $40,405 |
| Kestra Advisory Services, Llc | Investment management, Direct payment from the plan | $16,600 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $3,217 |