AUMdb

Alfred B. Maclay, Jr. Day School Retirement Plan

Sponsored by Alfred B. Maclay, Jr. Day School · EIN 591217750 · Plan #001

Total assets
$18.3M
Net assets
$18.3M
Active participants
325
With balances
250

Plan year beginning 08/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Valic Retirement Services Company Custodial (securities), Investment advisory (participants), Investment management $7,935
Variable Annuity Life Insurance Co. Custodial (securities), Investment advisory (participants), Investment management $6,261