Porter Gaud School Defined Contribution Retirement Plan
Sponsored by Porter Gaud School · EIN 570342032 · Plan #001
- Total assets
- $53.8M
- Net assets
- $53.8M
- Active participants
- 320
- With balances
- 593
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $49,864 |
| Smith & Howard Pc | Accounting | $12,000 |
| Cbiz Investment Advisory | Investment advisory (plan) | $7,821 |