The Harker School 403(b) Tax Deferred Annuity Plan
Sponsored by The Harker School · EIN 941613808 · Plan #002 · San Jose, CA
- Total assets
- $68.2M
- Net assets
- $68.2M
- Active participants
- 784
- With balances
- 1,114
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Fiduciary Benefits Group Inc | Investment management fees (direct) | $82,121 |
| Tiaa | Plan administrator | $52,536 |
| Cref Tiaa Ref Investment Management | Investment management fees (indirect) | $0 |
| Nuveen | Investment management fees (indirect) | $0 |
| Vanguard | Investment management fees (indirect) | $0 |
| American Century Investments | Investment management fees (indirect) | $0 |
| American Funds | Investment management fees (indirect) | $0 |
| Blackrock Advisors Llc | Investment management fees (indirect) | $0 |