The John Thomas Dye 403(b) Plan
Sponsored by The John Thomas Dye School · EIN 951722221 · Plan #001
- Total assets
- $25.1M
- Net assets
- $25.1M
- Active participants
- 88
- With balances
- 177
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $7,896 |
| Capfinancial Partners, Llc | Investment advisory (participants) | $7,344 |