Independence Mission Schools 403(b) Plan
Sponsored by Independence Mission Schools · EIN 454720688 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 421
- With balances
- 265
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 |
|---|---|---|
| Northeast Financial Group, Inc. CRD 122609 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gerry Miletics | Investment advisory (participants), Investment advisory (plan), Investment management | $25,818 |
| Northeast Financial Group | Investment advisory (participants), Investment advisory (plan), Investment management | $8,793 |
| Penserv | Recordkeeping, Recordkeeping fees | $6,123 |