Palmer Trinity School 403(b) Dc Plan
Sponsored by Palmer Trinity Private School, Inc. · EIN 237098500 · Plan #001 · Palmetto Bay, FL
- Total assets
- $34.3M
- Net assets
- $34.3M
- Active participants
- 198
- With balances
- 325
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 fees | $735 |