AUMdb

Presbyterian Day School Retirement Plan

Sponsored by Presbyterian Day School · EIN 620811568 · Plan #001

Total assets
$14.0M
Net assets
$14.0M
Active participants
101
With balances
98

Plan year beginning 08/01/2024 · 401(k)

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
Duncan Williams Asset Management Other fees $0