AUMdb

The Williamsburg Charter High School 403(b) Plan

Sponsored by The Williamsburg Charter High School · EIN 421624009 · Plan #002

Total assets
$4.7M
Net assets
$4.7M
Active participants
108
With balances
154

Plan year beginning 01/01/2024 · 401(k)

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
Westport Benefits Group Investment advisory (plan) $20,745
Sentinel Benefits & Financial Group Recordkeeping $12,581