New Canaan Country School Dc Retirement Plan
Sponsored by New Canaan Country School, Inc. · EIN 060646765 · Plan #001
- Total assets
- $62.1M
- Net assets
- $62.1M
- Active participants
- 169
- With balances
- 325
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $39,612 |
| Fiducient Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $24,646 |