AUMdb

Tabor Academy Defined Contribution Plan

Sponsored by Tabor Academy · EIN 042103632 · Plan #002

Total assets
$77.5M
Net assets
$77.5M
Active participants
229
With balances
458

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

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
Tiaa Recordkeeping fees, Account maintenance fees $63,006
Fidelity Investment Recordkeeping fees, Account maintenance fees $230
Mutual Of America Life Insurance Co Recordkeeping fees, Account maintenance fees $44