AUMdb

Norwood School Defined Contribution Retirement Plan

Sponsored by The Norwood School, Inc. · EIN 520901098 · Plan #001

Total assets
$48.4M
Net assets
$48.4M
Active participants
126
With balances
377

Plan year beginning 07/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

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
Aprio Llp Accounting $21,625
Prm Consulting Consulting (general) $5,000