Waterford School 403(b) Plan
Sponsored by Waterford School Holding Corp · EIN 274865865 · Plan #001
- Total assets
- $35.4M
- Net assets
- $35.4M
- Active participants
- 213
- With balances
- 361
Plan year beginning 09/01/2024 · 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 |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $48,431 |
| Global Retirement Partners | Consulting (general), Direct payment from the plan | $46,124 |