North Shore Country Day School Defined Contribution Retirement Plan
Sponsored by North Shore Country Day School · EIN 361558460 · Plan #150
- Total assets
- $47.8M
- Net assets
- $47.8M
- Active participants
- 139
- With balances
- 396
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $32,594 |
| Planpilot Llc | Investment advisory (plan) | $7,650 |