AUMdb

Blair Academy Dc Retirement Plan

Sponsored by Blair Academy · EIN 221500475 · Plan #001

Total assets
$78.3M
Net assets
$78.3M
Active participants
155
With balances
419

Plan year beginning 01/01/2024

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 $86,534
The Kelley Financial Group $20,250
Onedigital Investment Advisors $9,000
Tait, Weller & Baker Llp $7,350