Southwest Christian School 403(b) Plan
Sponsored by Southwest Christian School, Inc. · EIN 751305937 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 221
- With balances
- 158
Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $33,277 |
| Northwestern Mutual Wealth Mgmt | Investment advisory (plan), Other fees | $0 |