AUMdb

Solomon Schechter Day School Of Bergen County 403(b) Plan

Sponsored by Solomon Schechter Day School Of Bergen County · EIN 237370024 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
102
With balances
110

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Age/service weighted or new comparability

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Hightower Advisors, Llc CRD 145323 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $43,118
Intac Actuarial Services Contract administrator, Direct payment from the plan, Other services $7,462
Hightower Advisors, Llc Investment advisory (plan), Other fees $0