The Forest At Duke 403(b) Plan
Sponsored by The Forest At Duke, Inc. · EIN 561630158 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 370
- With balances
- 180
Plan year beginning 10/01/2024 · 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 |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $3,903 |