Gilman School Defined Contribution Retirement Plan
Sponsored by Gilman School · EIN 520591604 · Plan #001
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 300
- With balances
- 637
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 |
|---|---|---|
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $81,835 |
| Rocaton Investment Advisors, Llc | Investment management, Direct payment from the plan | $20,000 |
| Sb & Company, Llc | Accounting, Direct payment from the plan | $9,650 |