The American School In London Foundation 403(b) Retirement Plan
Sponsored by The American School In London Foundation · EIN 136258480 · Plan #001
- Total assets
- $66.0M
- Net assets
- $66.0M
- Active participants
- 116
- With balances
- 218
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Tanager Wealth Management Llp CRD 166084 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tanager Wealth Management Llp | Investment advisory (participants), Investment advisory (plan), Investment management | $131,179 |
| Nationwide | Custodial (other), Recordkeeping fees | $4,249 |
| Alliance Benefit Group | Contract administrator, Recordkeeping | $1,875 |