Canterbury School Retirement Plan
Sponsored by Canterbury School · EIN 351410931 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 200
- With balances
- 157
Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Voya Retirement Insurance And Annui | Recordkeeping fees | $67,046 |
| Lincoln National Corporation | Contract administrator | $900 |