The Ivymount School And Programs 403(b) Plan
Sponsored by The Ivymount School, Inc. · EIN 521195527 · Plan #002
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 275
- With balances
- 440
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).
| Firm | Match | Plan year |
|---|---|---|
| Snowden Capital Advisors Llc CRD 157299 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $46,585 |
| Snowden Capital Advisors, Llc | Consulting (general), Investment advisory (plan) | $24,136 |
| Mullins, Pc | Accounting | $8,839 |