AUMdb

Miss Porter's School 403(b) Retirement Plan

Sponsored by Miss Porters School, Inc. · EIN 060646786 · Plan #007

Total assets
$57.8M
Net assets
$57.8M
Active participants
205
With balances
456

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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
Fiducient Advisors Llc Other fees $30,419
Tiaa Teachers Ins And Annuity Assoc Other fees $20,463
The Angell Pension Group, Inc. Other fees $5,662