Collegiate School 403(b) Retirement Plan
Sponsored by Collegiate School · EIN 540528203 · Plan #001
- Total assets
- $116M
- Net assets
- $116M
- Active participants
- 398
- With balances
- 760
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).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $99,818 |
| Mma Securities Llc | Investment advisory (plan), Direct payment from the plan | $38,000 |
| Brown, Edwards & Company, Llp | Accounting, Direct payment from the plan | $13,105 |