The Steward School Defined Contribution Retirement Plan
Sponsored by The Steward School Corporation · EIN 540914765 · Plan #001
- Total assets
- $21.4M
- Net assets
- $21.4M
- Active participants
- 137
- With balances
- 277
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Custodial (securities), Valuation | $30,997 |
| Onedigital Investment Advisors | Consulting (pension), Investment advisory (participants), Recordkeeping | $29,478 |