Palm Beach Day Academy Dc Retirement Plan
Sponsored by Palm Beach Day Academy · EIN 590873834 · Plan #002
- Total assets
- $36.2M
- Net assets
- $36.2M
- Active participants
- 216
- With balances
- 276
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 |
|---|---|---|
| M. Employee Benefits, Inc. | $28,485 | |
| Templeton & Company | $15,000 | |
| Tiaa Teachers Ins & Annuity Assoc | $12,964 |