Harvard Westlake School Defined Contribution Retirement Plan
Sponsored by Harvard Westlake School · EIN 951644019 · Plan #001
- Total assets
- $221M
- Net assets
- $221M
- Active participants
- 364
- With balances
- 819
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 |
|---|---|---|
| Tiaa | Participant communication, Direct payment from the plan, Investment management fees (indirect) | $47,476 |