AUMdb

Indian Mountain School Retirement Plan For Faculty And Administrators

Sponsored by Indian Mountain School · EIN 060646681 · Plan #001

Total assets
$15.1M
Net assets
$15.1M
Active participants
122
With balances
207

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

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
Usi Consulting Group Claims processing, Recordkeeping, Consulting (pension) $19,421