Sun Valley Community School, Inc. 403(b) Plan
Sponsored by Sun Valley Community School, Inc. · EIN 820307094 · Plan #001
- Total assets
- $28.2M
- Net assets
- $28.2M
- Active participants
- 144
- With balances
- 254
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Mercer Global Advisors Inc. CRD 147363 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Global Advisors Branch | Investment advisory (plan) | $16,766 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $8,141 |