Tiegerman School 403(b) Retirement Plan
Sponsored by Tiegerman School · EIN 112739039 · Plan #001
- Total assets
- $51.3M
- Net assets
- $51.3M
- Active participants
- 568
- With balances
- 394
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principa Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $123,435 |
| Commonwealth Financial Network | Investment advisory (plan), Other fees | $0 |
| Loren D. Stark Company | Other services, Other fees | $0 |