AUMdb

Brilla College Prep 403(b) Retirement Plan

Sponsored by Brilla College Preparatory Charter Schools · EIN 813081969 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
255
With balances
521

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Voya Retirement Ins. & Annuity Co. Contract administrator, Investment advisory (plan), Participant loan processing $52,537
The Benefit Practice Participant loan processing, Other services, Direct payment from the plan $3,300
Merit Financial Group, Llc Other fees $0