AUMdb

George Walton Academy 403(b) Dc Plan

Sponsored by George Walton Academy, Inc · EIN 581077042 · Plan #002 · Monroe, GA

Total assets
$18.8M
Net assets
$18.8M
Active participants
175
With balances
212

Plan year beginning 01/01/2024

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 Cref Investment Management,Llc Claims processing $46,753
Tiaa Cref Mutual Funds Teachers Claims processing $44,681