AUMdb

The Seed School Of Miami 403(b) Retirement Plan

Sponsored by The Miami Boarding School, Inc. Dba The Seed School Of Miami · EIN 453532587 · Plan #001

Total assets
$2.5M
Net assets
$2.5M
Active participants
82
With balances
116

Plan year beginning 07/01/2024 · 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, Participant loan processing, Direct payment from the plan $4,830
Kestra Investment Services Llc Other services, Other commissions, Other fees $0