Notre Dame High School 401(k) Retirement Plan
Sponsored by Notre Dame High School · EIN 941275235 · Plan #002
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 104
- With balances
- 127
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Financial Solutions, Inc. CRD 16678 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Financial Solutions Inc | Investment advisory (plan) | $32,571 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,436 |