Cheekwood 403(b) Plan
Sponsored by Cheekwood Botanical Garden And Museum Of Art · EIN 620627921 · Plan #002
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 209
- With balances
- 153
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mutual Of America Sec Corp Llc | Recordkeeping, Participant loan processing, Other services | $28,709 |