The Equity Project Charter School 403(b)deferred Compensation Plan
Sponsored by The Equity Project Charter School · EIN 900354470 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 122
- With balances
- 144
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 | $4,053 |
| Morgan Stanley | Other services, Other commissions, Other fees | $0 |