Miss Hall's School Retirement Plan
Sponsored by Miss Halls School, Inc. · EIN 042104273 · Plan #001
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 93
- With balances
- 209
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Custodial (other) | $17,962 |
| Global Retirement Partners Llc | Investment advisory (plan) | $9,000 |