Whitfield School Retirement Savings Plan
Sponsored by Whitfield School · EIN 430911366 · Plan #001
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 83
- With balances
- 202
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $41,139 |
| Moneta Group Llc | Investment advisory (plan) | $29,738 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |