Heights Christian School 403(b) Plan
Sponsored by Heights Christian Schools · EIN 953622135 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 247
- With balances
- 203
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 |
|---|---|---|
| Swenson Corporation | Accounting | $8,292 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $2,436 |