The Hun School Of Princeton Retirement Plan
Sponsored by The Hun School Of Princeton · EIN 210639868 · Plan #001
- Total assets
- $62.8M
- Net assets
- $62.8M
- Active participants
- 177
- With balances
- 432
Plan year beginning 07/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp Retirement Inc. | Investment advisory (plan), Named fiduciary, Direct payment from the plan | $28,086 |
| Flexpath Strategies, Llc | Investment management, Direct payment from the plan | $20,370 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $522 |