Trinity Pawling School Retirement Plan
Sponsored by Trinity Pawling School · EIN 141601551 · Plan #004
- Total assets
- $33.7M
- Net assets
- $33.7M
- Active participants
- 112
- With balances
- 302
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annui | Investment management, Recordkeeping fees | $43,999 |
| Kestra Advisory Services, Llc | Investment management, Recordkeeping fees | $12,000 |
| Uhy Llp | Accounting | $8,000 |