AUMdb

The Derryfield School Defined Contribution Retirement Plan

Sponsored by The Derryfield School · EIN 020265542 · Plan #001

Total assets
$30.9M
Net assets
$30.9M
Active participants
173
With balances
256

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
American Trust Company Trustee (discretionary), Recordkeeping fees $46,525