AUMdb

Sage Hill School Defined Contribution Retirement Plan

Sponsored by Sage Hill School · EIN 330729698 · Plan #001

Total assets
$29.0M
Net assets
$29.0M
Active participants
120
With balances
224

Plan year beginning 01/01/2024 · 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 fees $28,215