William Penn Charter School Defined Contribution Plan
Sponsored by William Penn Charter School Overseers Of The Public School · EIN 230953760 · Plan #001
- Total assets
- $79.1M
- Net assets
- $79.1M
- Active participants
- 293
- With balances
- 529
Plan year beginning 01/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan) | $11,667 |
| Tiaa Teachers Insurance And Annuity | Contract administrator | $1,544 |