Wheaton Academy 403(b) Dc Plan
Sponsored by Wheaton Academy · EIN 362388793 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 89
- With balances
- 170
Plan year beginning 01/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Plan administrator, Recordkeeping, Direct payment from the plan | $13,834 |