Ethel Walker School Retirement Plan
Sponsored by Ethel Walker School · EIN 060689699 · Plan #001
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 108
- With balances
- 379
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $14,978 |
| Clifton Larson Allen Llp | Accounting | $8,400 |