AUMdb

St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan

Sponsored by St. Andrews Episcopal School · EIN 746003626 · Plan #001

Total assets
$32.8M
Net assets
$32.8M
Active participants
206
With balances
310

Plan year beginning 07/01/2024

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
Tiaa Trustee (directed) $325