Annunciation Orthodox School Defined Contribution Retirement Plan
Sponsored by Annunciation Orthodox School · EIN 760276967 · Plan #001
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 124
- With balances
- 232
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Distribution (12b-1) fees, Recordkeeping fees | $31,527 |
| Planpilot Llc | Investment advisory (plan) | $7,650 |