Worcester Academy Dc Retirement Plan
Sponsored by Worcester Academy · EIN 042105855 · Plan #001
- Total assets
- $49.7M
- Net assets
- $49.7M
- Active participants
- 178
- With balances
- 418
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners. Llc | Investment advisory (plan), Other services | $9,205 |
| Tiaa Teachers Insurance And Annui | Recordkeeping, Other services | $8,423 |