AUMdb

League School For Autism 403(b) Plan

Sponsored by League School For Autism · EIN 046139988 · Plan #001

Total assets
$10.5M
Net assets
$10.5M
Active participants
202
With balances
179

Plan year beginning 01/01/2024 · 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).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $28,890
Empower Annuity Insurance Company Recordkeeping fees $16,274
Empower Advisory Group, Llc Investment management $4,106