Appletree Institute 403(b) Plan
Sponsored by Appletree Institute For Education Innovation, Inc · EIN 043331760 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 142
- With balances
- 295
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 |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $7,127 |