AUMdb

Cardigan Mountain School Dc Retirement Plan

Sponsored by Cardigan Mountain School · EIN 020223580 · Plan #001

Total assets
$27.1M
Net assets
$27.1M
Active participants
124
With balances
341

Plan year beginning 01/01/2024 · 401(k)

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
Richards Inc. D/B/A The Richards Gr $39,619
Tiaa Teachers Insurance And Annuity $17,412
Whitney Pension Associates, Inc. $16,120