AUMdb

Hockaday School Defined Contribution Plan

Sponsored by Hockaday School Inc. · EIN 750800650 · Plan #002

Total assets
$107M
Net assets
$107M
Active participants
254
With balances
654

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Cook Street Consulting, Inc. Consulting fees, Direct payment from the plan $42,670
Armanino, Llp Accounting $15,666
Tiaa Teachers Inurance & Annuity A Insurance services, Direct payment from the plan $3,265