Tarbut V'torah 403(b) Plan
Sponsored by Tarbut V'torah Community Day School, Naomi Gelman Weiss Memorial · EIN 953374189 · Plan #001
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 157
- With balances
- 283
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (participants), Investment advisory (plan) | $43,759 |
| Tiaa | Recordkeeping fees | $26,282 |