The Guild For Exceptional Children 403(b) Plan
Sponsored by The Guild For Exceptional Children · EIN 116037766 · Plan #001
- Total assets
- $20.4M
- Net assets
- $20.4M
- Active participants
- 210
- With balances
- 294
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sovereign Financial Group, Inc. CRD 294314 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sovereign Financial Group, Inc. | Investment advisory (plan), Direct payment from the plan | $84,796 |
| Newport Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $5,871 |