AUMdb

Calhoun School 403(b) Dc Plan

Sponsored by Calhoun School · EIN 131623919 · Plan #001

Total assets
$69.0M
Net assets
$69.0M
Active participants
135
With balances
382

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).

No Schedule C on file for this plan year.