The Allendale Columbia School Defined Contribution
Sponsored by The Allendale Columbia School · EIN 160983166 · Plan #001
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 102
- With balances
- 253
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Enhancement Advisory Service | Investment advisory (plan) | $14,797 |
| Bonadio & Co., Llp | Accounting | $8,900 |
| Tiaa Teachers Insurance And Annuit | Plan administrator, Recordkeeping, Custodial (securities) | $5,359 |