AUMdb

Provident Charter School 403(b) Plan

Sponsored by Provident Charter School · EIN 611617717 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
117
With balances
146

Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, 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
Metro Benefits, Inc. Consulting (pension), Other services, Direct payment from the plan $5,150
Capital Group Retirement Plan Svcs Contract administrator, Recordkeeping, Custodial (securities) $375