403(b) Thrift Plan For Waterford Country School, Inc.
Sponsored by Waterford Country School, Inc. · EIN 060861862 · Plan #002
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 155
- With balances
- 240
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 |
|---|---|---|
| Mutual Of America Investment Corp | Claims processing, Recordkeeping, Participant loan processing | $2,058 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $1,034 |