AUMdb

The Fessenden School Retirement Plan

Sponsored by The Fessenden School · EIN 042103574 · Plan #002

Total assets
$56.6M
Net assets
$56.6M
Active participants
334
With balances
429

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
Usi Consulting Group Claims processing, Recordkeeping, Consulting (pension) $13,719