Hackley School 403(b) Dc And Tda Plan
Sponsored by Hackley School · EIN 131740452 · Plan #001
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 265
- With balances
- 492
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insur & Annuity Assoc | Recordkeeping fees, Recordkeeping, Participant loan processing | $80,682 |
| Eisner Amper Llp | Accounting, Direct payment from the plan | $43,524 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $21,525 |
| Schulte Roth & Zabel Llp | Legal | $19,190 |