Westside Neighborhood School 403(b) Dc Plan
Sponsored by Westside Neighborhood School · EIN 953551091 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 164
- With balances
- 327
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Distribution (12b-1) fees, Recordkeeping fees | $51,264 |
| Clifton Larson Allen Llp | Accounting | $19,950 |
| Raymond James & Associates Inc | Investment advisory (plan) | $12,500 |
| Raymond James Financial | Investment advisory (participants) | $6,250 |