The Spence School Retirement And Savings Plan
Sponsored by The Spence School · EIN 131635286 · Plan #001
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 343
- With balances
- 680
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $39,776 |