AUMdb

Gill St. Bernard's Dc Retirement Plan

Sponsored by Gill St. Bernard's School · EIN 221964930 · Plan #001 · Gladstone, NJ

Total assets
$46.3M
Net assets
$46.3M
Active participants
219
With balances
343

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 (Teachers Ins. & Ann. Assoc.) Investment management fees (direct), Recordkeeping $33,170
Stifel Investment management fees (direct) $20,000
American Funds Investment management fees (direct) $0