Robert Louis Stevenson School Defined Contribution Retirement Plan
Sponsored by Robert Louis Stevenson School · EIN 941218745 · Plan #001
- Total assets
- $59.2M
- Net assets
- $59.2M
- Active participants
- 188
- With balances
- 357
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $57,682 |