AUMdb

The New Interdisciplinary School Profit Sharing Plan

Sponsored by The New Interdisciplinary School · EIN 112428403 · Plan #002

Total assets
$3.0M
Net assets
$3.0M
Active participants
117
With balances
182

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Nationwide Recordkeeping, Investment advisory (participants), Other services $12,100
Long Island Employee Benefits Group Recordkeeping, Participant loan processing, Other services $3,632
Cetera Advisor Networks Llc Investment advisory (participants) $0