Annie Wright Schools Dc Retirement Plan
Sponsored by Annie Wright Schools · EIN 910567266 · Plan #001
- Total assets
- $30.7M
- Net assets
- $30.7M
- Active participants
- 323
- With balances
- 406
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance & Annuity | Recordkeeping, Contract administrator | $27,179 |
| Lpl Financial | Investment advisory (participants), Investment advisory (plan) | $12,539 |