Saddle River Day School Dc And Tda Retirement Plan
Sponsored by Saddle River Day School, Inc. · EIN 221612735 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 87
- With balances
- 177
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Smith & Howard Pc | Accounting | $20,000 |
| Captrust | Investment advisory (plan) | $6,822 |