Mountain Island Charter School 403 B Plan
Sponsored by Mountain Island Charter School · EIN 800467949 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 308
- With balances
- 203
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $890 |
| Empower Annuity Insurance Company | Recordkeeping fees | $415 |
| Edward D Jones And Co | Consulting (general), Consulting fees | $0 |