Mclean School Of Maryland Retirement Plan
Sponsored by Mclean School Of Maryland · EIN 521117092 · Plan #001
- Total assets
- $31.9M
- Net assets
- $31.9M
- Active participants
- 143
- With balances
- 330
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $39,072 |
| Raffa Retirement Dba Grp, Llc | Investment advisory (plan) | $37,666 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $22,000 |
| Mullen, Sondberg, Wimbish & Stone | Accounting | $6,500 |